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IVC Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

IVC Wealth Advisors’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 		$362K Hold
982
– – 0.14% 116
2026
Q1 		$423K Hold
982
– – 0.18% 100
2025
Q4 		$389K Sell
982
-460
-32% -$176K 0.17% 108
2025
Q3 		$513K Buy
1,442
+18
+1% +$5.74K 0.23% 80
2025
Q2 		$434K Sell
1,424
-88
-6% -$26.6K 0.21% 89
2025
Q1 		$436K Sell
1,512
-119
-7% -$31.5K 0.23% 85
2024
Q4 		$395K Sell
1,631
-61
-4% -$15K 0.22% 89
2024
Q3 		$411K Sell
1,692
-153
-8% -$35K 0.23% 94
2024
Q2 		$397K Hold
1,845
– – 0.22% 99
2024
Q1 		$380K Hold
1,845
– – 0.22% 103
2023
Q4 		$353K Hold
1,845
– – 0.22% 99
2023
Q3 		$316K Hold
1,845
– – 0.21% 106
2023
Q2 		$329K Hold
1,845
– – 0.21% 106
2023
Q1 		$338K Hold
1,845
– – 0.24% 95
2022
Q4 		$313K Hold
1,845
– – 0.23% 106
2022
Q3 		$285K Sell
1,845
-647
-26% -$104K 0.23% 106
2022
Q2 		$420K Sell
2,492
-100
-4% -$17.5K 0.33% 75
2022
Q1 		$468K Hold
2,592
– – 0.31% 79
2021
Q4 		$443K Sell
2,592
-35
-1% -$5.88K 0.29% 91
2021
Q3 		$431K Buy
2,627
+54
+2% +$9.04K 0.3% 86
2021
Q2 		$426K Sell
2,573
-632
-20% -$107K 0.3% 84
2021
Q1 		$513K Sell
3,205
-4,014
-56% -$675K 0.4% 71
2020
Q4 		$1.29M Buy
+7,219
New +$1.27M 1.23% 17

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IVC Wealth Advisors's GLD Position: Q2 2026 in Review

IVC Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 982 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #116.

IVC Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q4 2020. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • IVC Wealth Advisors held 982 shares of SPDR Gold Trust worth $362K as of Q2 2026.
  • IVC Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • IVC Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's SPDR Gold Trust position peaked at $1.29M in Q4 2020.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.