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Institute for Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Institute for 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 		$5.95M Buy
16,163
+10,729
+197% +$4.44M 0.53% 39
2026
Q1 		$2.34M Buy
5,434
+1,726
+47% +$773K 0.25% 93
2025
Q4 		$1.47M Sell
3,708
-9
-0.2% -$3.44K 0.16% 137
2025
Q3 		$1.32M Buy
3,717
+86
+2% +$27.4K 0.14% 154
2025
Q2 		$1.11M Buy
3,631
+236
+7% +$71.5K 0.12% 174
2025
Q1 		$978K Buy
3,395
+1,484
+78% +$392K 0.13% 186
2024
Q4 		$463K Buy
1,911
+56
+3% +$13.8K 0.06% 302
2024
Q3 		$451K Buy
1,855
+1
+0.1% +$229 0.06% 320
2024
Q2 		$399K Buy
1,854
+27
+1% +$5.84K 0.05% 329
2024
Q1 		$376K Sell
1,827
-33
-2% -$6.33K 0.05% 339
2023
Q4 		$356K Buy
1,860
+1
+0.1% +$183 0.06% 338
2023
Q3 		$319K Buy
1,859
+3
+0.2% +$536 0.06% 336
2023
Q2 		$331K Buy
1,856
+105
+6% +$19.3K 0.06% 342
2023
Q1 		$321K Sell
1,751
-264
-13% -$46.5K 0.06% 333
2022
Q4 		$342K Sell
2,015
-266
-12% -$42.8K 0.07% 328
2022
Q3 		$353K Buy
2,281
+25
+1% +$4.02K 0.08% 307
2022
Q2 		$380K Buy
2,256
+300
+15% +$52.4K 0.07% 336
2022
Q1 		$353K Buy
1,956
+212
+12% +$37.2K 0.06% 375
2021
Q4 		$298K Sell
1,744
-222
-11% -$37.3K 0.05% 380
2021
Q3 		$323K Sell
1,966
-135
-6% -$22.6K 0.06% 352
2021
Q2 		$348K Buy
2,101
+165
+9% +$28K 0.06% 337
2021
Q1 		$310K Sell
1,936
-139
-7% -$23.4K 0.06% 355
2020
Q4 		$370K Sell
2,075
-660
-24% -$116K 0.07% 314
2020
Q3 		$484K Buy
2,735
+364
+15% +$65.4K 0.11% 230
2020
Q2 		$397K Buy
2,371
+407
+21% +$65.6K 0.1% 278
2020
Q1 		$291K Buy
1,964
+35
+2% +$5.21K 0.09% 284
2019
Q4 		$276K Buy
1,929
+210
+12% +$29.3K 0.06% 365
2019
Q3 		$239K Buy
+1,719
New +$239K 0.06% 366
2018
Q1 		– Sell
-1,772
Closed -$220K – 309
2017
Q4 		$220K Buy
+1,772
New +$215K 0.05% 344
2014
Q2 		– Sell
-1,426
Closed -$176K – 66
2014
Q1 		$176K Buy
+1,426
New +$178K 0.15% 43

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

Institute for Wealth Management's GLD Position: Q2 2026 in Review

Institute for Wealth Management increased its SPDR Gold Trust (GLD) stake by 197% in Q2 2026, buying an estimated $4.44M and bringing the position to 16,163 shares worth $5.95M. The position accounts for 0.53% of the portfolio, ranked #39.

Institute for Wealth Management first reported a position in GLD in Q1 2014 and has held it in 30 quarters since. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Institute for Wealth Management held 16,163 shares of SPDR Gold Trust worth $5.95M as of Q2 2026.
  • Institute for Wealth Management bought 10,729 SPDR Gold Trust shares in Q2 2026, an estimated $4.44M.
  • SPDR Gold Trust made up 0.53% of Institute for Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Institute for Wealth Management first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 30 quarters since.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.