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Iams Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Iams Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
988
-507
-34% -$210K 0.11% 158
2026
Q1 		$643K Buy
1,495
+244
+20% +$109K 0.22% 112
2025
Q4 		$496K Sell
1,251
-182
-13% -$69.5K 0.18% 125
2025
Q3 		$509K Buy
1,433
+52
+4% +$16.6K 0.2% 119
2025
Q2 		$421K Buy
1,381
+312
+29% +$94.5K 0.19% 119
2025
Q1 		$308K Sell
1,069
-315
-23% -$83.3K 0.14% 137
2024
Q4 		$335K Buy
1,384
+196
+16% +$48.2K 0.15% 127
2024
Q3 		$289K Buy
+1,188
New +$272K 0.14% 125

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Iams Wealth Management's GLD Position: Q2 2026 in Review

Iams Wealth Management reduced its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, selling an estimated $210K and leaving 988 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #158.

Iams Wealth Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $643K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Iams Wealth Management held 988 shares of SPDR Gold Trust worth $364K as of Q2 2026.
  • Iams Wealth Management sold 507 SPDR Gold Trust shares in Q2 2026, an estimated $210K.
  • SPDR Gold Trust made up 0.11% of Iams Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Iams Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Iams Wealth Management's SPDR Gold Trust position peaked at $643K in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.