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

IMG 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 		$8.1K Hold
22
– – ﹤0.01% 352
2026
Q1 		$9.47K Buy
+22
New +$9.85K 0.01% 299
2025
Q1 		– Sell
-8,195
Closed -$1.98M – 293
2024
Q4 		$1.98M Buy
+8,195
New +$2.01M 1.84% 16

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

IMG Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 22 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

IMG Wealth Management first reported a position in GLD in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2024. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • IMG Wealth Management held 22 shares of SPDR Gold Trust worth $8.1K as of Q2 2026.
  • IMG Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #352 holding.
  • IMG Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • IMG Wealth Management's SPDR Gold Trust position peaked at $1.98M in Q4 2024.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.