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Innova Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Innova Wealth Partners’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 		$2.1M Buy
5,703
+527
+10% +$218K 0.86% 30
2026
Q1 		$2.23M Sell
5,176
-11,243
-68% -$5.04M 1.05% 27
2025
Q4 		$6.51M Sell
16,419
-7,974
-33% -$3.05M 3.28% 4
2025
Q3 		$8.67M Sell
24,393
-581
-2% -$185K 4.68% 3
2025
Q2 		$7.61M Sell
24,974
-7,076
-22% -$2.14M 4.47% 2
2025
Q1 		$9.23M Buy
32,050
+15,968
+99% +$4.22M 5.72% 3
2024
Q4 		$3.89M Buy
+16,082
New +$3.95M 2.45% 12
2024
Q3 		– Sell
-17,200
Closed -$3.7M – 97
2024
Q2 		$3.7M Sell
17,200
-7,924
-32% -$1.71M 2.65% 15
2024
Q1 		$5.17M Sell
25,124
-15,151
-38% -$2.91M 3.99% 6
2023
Q4 		$7.7M Sell
40,275
-5,083
-11% -$932K 6.63% 3
2023
Q3 		$7.78M Buy
45,358
+6,862
+18% +$1.23M 6.99% 4
2023
Q2 		$6.86M Buy
38,496
+511
+1% +$93.9K 5.84% 3
2023
Q1 		$6.96M Buy
37,985
+691
+2% +$122K 6.1% 4
2022
Q4 		$6.33M Buy
37,294
+32,392
+661% +$5.22M 5.56% 3
2022
Q3 		$758K Sell
4,902
-26,295
-84% -$4.23M 0.69% 15
2022
Q2 		$5.25M Sell
31,197
-9,672
-24% -$1.69M 4.42% 4
2022
Q1 		$7.38M Buy
40,869
+23,669
+138% +$4.15M 5.31% 4
2021
Q4 		$2.94M Buy
17,200
+14,892
+645% +$2.5M 2.08% 16
2021
Q3 		$379K Sell
2,308
-16,859
-88% -$2.82M 0.3% 45
2021
Q2 		$3.17M Buy
19,167
+17,252
+901% +$2.93M 2.5% 18
2021
Q1 		$306K Sell
1,915
-10,191
-84% -$1.71M 0.26% 44
2020
Q4 		$2.16M Buy
+12,106
New +$2.13M 2.02% 19

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Innova Wealth Partners's GLD Position: Q2 2026 in Review

Innova Wealth Partners increased its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, buying an estimated $218K and bringing the position to 5,703 shares worth $2.1M. The position accounts for 0.86% of the portfolio, ranked #30.

Innova Wealth Partners first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.23M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Innova Wealth Partners held 5,703 shares of SPDR Gold Trust worth $2.1M as of Q2 2026.
  • Innova Wealth Partners bought 527 SPDR Gold Trust shares in Q2 2026, an estimated $218K.
  • SPDR Gold Trust made up 0.86% of Innova Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Innova Wealth Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's SPDR Gold Trust position peaked at $9.23M in Q1 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.