Icon Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Icon Wealth Advisors’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	$342K	Hold	929	–	–	0.02%	321
2026 Q1	$388K	Sell	929 -975	-51%	-$437K	0.03%	287
2025 Q4	$755K	Buy	1,904 +1,125	+144%	+$430K	0.05%	203
2025 Q3	$277K	Hold	779	–	–	0.02%	324
2025 Q2	$238K	Buy	779 +65	+9%	+$19.7K	0.02%	346
2025 Q1	$206K	Hold	714	–	–	0.02%	349
2024 Q4	$173K	Buy	714 +132	+23%	+$32.4K	0.01%	400
2024 Q3	$141K	Hold	582	–	–	0.01%	420
2024 Q2	$132K	Hold	582	–	–	0.01%	386
2024 Q1	$120K	Sell	582 -50	-8%	-$9.6K	0.01%	438
2023 Q4	$121K	Buy	+632	New	+$116K	0.01%	401

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Icon Wealth Advisors's GLD Position: Q2 2026 in Review

Icon Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 929 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #321.

Icon Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $755K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Icon Wealth Advisors held 929 shares of SPDR Gold Trust worth $342K as of Q2 2026.
Icon Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Icon Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Icon Wealth Advisors's SPDR Gold Trust position peaked at $755K in Q4 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.