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Investment Partners Asset Management’s SPDR Gold Trust GLD Stock Holding History

Investment Partners Asset 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 		$600K Buy
1,629
+1
+0.1% +$414 0.33% 83
2026
Q1 		$701K Sell
1,628
-120
-7% -$53.7K 0.43% 68
2025
Q4 		$693K Sell
1,748
-40
-2% -$15.3K 0.43% 65
2025
Q3 		$636K Buy
1,788
+8
+0.4% +$2.55K 0.42% 66
2025
Q2 		$543K Sell
1,780
-300
-14% -$90.8K 0.38% 78
2025
Q1 		$599K Hold
2,080
– – 0.47% 69
2024
Q4 		$504K Sell
2,080
-81
-4% -$19.9K 0.4% 76
2024
Q3 		$525K Hold
2,161
– – 0.43% 73
2024
Q2 		$465K Sell
2,161
-161
-7% -$34.8K 0.41% 75
2024
Q1 		$478K Sell
2,322
-290
-11% -$55.7K 0.43% 76
2023
Q4 		$499K Buy
+2,612
New +$479K 0.5% 63

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Investment Partners Asset Management's GLD Position: Q2 2026 in Review

Investment Partners Asset Management increased its SPDR Gold Trust (GLD) stake by 0.06% in Q2 2026, buying an estimated $414 and bringing the position to 1,629 shares worth $600K. The position accounts for 0.33% of the portfolio, ranked #83.

Investment Partners Asset Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Investment Partners Asset Management held 1,629 shares of SPDR Gold Trust worth $600K as of Q2 2026.
  • Investment Partners Asset Management bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
  • SPDR Gold Trust made up 0.33% of Investment Partners Asset Management's portfolio in Q2 2026, its #83 holding.
  • Investment Partners Asset Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's SPDR Gold Trust position peaked at $701K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.