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Impact Partnership Wealth’s SPDR Gold Trust GLD Stock Holding History

Impact Partnership Wealth’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 		$20.8M Buy
56,374
+2,524
+5% +$1.05M 2.02% 10
2026
Q1 		$23.2M Buy
53,850
+15,207
+39% +$6.81M 2.86% 10
2025
Q4 		$15.3M Sell
38,643
-14,145
-27% -$5.4M 1.96% 13
2025
Q3 		$18.8M Buy
52,788
+7,642
+17% +$2.44M 2.79% 9
2025
Q2 		$13.8M Buy
45,146
+11,353
+34% +$3.44M 2.54% 11
2025
Q1 		$9.74M Sell
33,793
-14,622
-30% -$3.87M 2.08% 12
2024
Q4 		$11.7M Buy
48,415
+5,550
+13% +$1.36M 2.37% 10
2024
Q3 		$10.4M Buy
42,865
+17,159
+67% +$3.93M 2.35% 12
2024
Q2 		$5.53M Sell
25,706
-344
-1% -$74.4K 1.45% 14
2024
Q1 		$5.36M Sell
26,050
-4,530
-15% -$869K 2.12% 11
2023
Q4 		$5.85M Buy
30,580
+20,431
+201% +$3.74M 2.14% 13
2023
Q3 		$1.74M Buy
10,149
+2,560
+34% +$458K 0.54% 24
2023
Q2 		$1.35M Buy
+7,589
New +$1.39M 0.47% 18

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

Impact Partnership Wealth's GLD Position: Q2 2026 in Review

Impact Partnership Wealth increased its SPDR Gold Trust (GLD) stake by 4.7% in Q2 2026, buying an estimated $1.05M and bringing the position to 56,374 shares worth $20.8M. The position accounts for 2.02% of the portfolio, ranked #10.

Impact Partnership Wealth first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.2M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Impact Partnership Wealth held 56,374 shares of SPDR Gold Trust worth $20.8M as of Q2 2026.
  • Impact Partnership Wealth bought 2,524 SPDR Gold Trust shares in Q2 2026, an estimated $1.05M.
  • SPDR Gold Trust made up 2.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #10 holding.
  • Impact Partnership Wealth first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's SPDR Gold Trust position peaked at $23.2M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.