LWM
GLD icon

Laidlaw Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Laidlaw 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 		– Sell
-594
Closed -$256K – 63
2026
Q1 		$256K Buy
+594
New +$266K 0.89% 34
2025
Q4 		– Sell
-3,106
Closed -$1.1M – 55
2025
Q3 		$1.1M Buy
3,106
+2,412
+348% +$769K 2.63% 12
2025
Q2 		$212K Buy
+694
New +$210K 0.61% 43
2024
Q1 		– Sell
-3,282
Closed -$627K – 199
2023
Q4 		$627K Sell
3,282
-4,040
-55% -$740K 0.23% 110
2023
Q3 		$1.26M Sell
7,322
-15,672
-68% -$2.8M 0.42% 72
2023
Q2 		$4.1M Sell
22,994
-504
-2% -$92.6K 0.8% 26
2023
Q1 		$4.31M Buy
23,498
+4,147
+21% +$730K 0.88% 22
2022
Q4 		$3.28M Sell
19,351
-1,845
-9% -$297K 0.7% 35
2022
Q3 		$3.28M Sell
21,196
-817
-4% -$131K 0.77% 28
2022
Q2 		$3.71M Buy
22,013
+108
+0.5% +$18.9K 0.76% 30
2022
Q1 		$3.96M Buy
21,905
+3,535
+19% +$620K 0.66% 32
2021
Q4 		$3.14M Buy
18,370
+412
+2% +$69.2K 0.5% 52
2021
Q3 		$2.95M Buy
17,958
+4,206
+31% +$704K 0.76% 37
2021
Q2 		$2.28M Sell
13,752
-1,559
-10% -$265K 0.59% 45
2021
Q1 		$2.45M Sell
15,311
-1,970
-11% -$331K 0.84% 35
2020
Q4 		$3.08M Buy
17,281
+13,670
+379% +$2.41M 0.65% 36
2020
Q3 		$640K Buy
3,611
+177
+5% +$31.8K 0.28% 95
2020
Q2 		$575K Sell
3,434
-3,666
-52% -$591K 0.3% 91
2020
Q1 		$1.05M Buy
7,100
+442
+7% +$65.8K 0.69% 53
2019
Q4 		$951K Buy
+6,658
New +$930K 0.6% 62

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

Laidlaw Wealth Management's GLD Position: Q2 2026 in Review

Laidlaw Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 594 shares — an estimated $256K sold.

Laidlaw Wealth Management first reported a position in GLD in Q4 2019 and held it in 20 quarters. The position peaked at $4.31M in Q1 2023. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Laidlaw Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Laidlaw Wealth Management sold 594 SPDR Gold Trust shares in Q2 2026, an estimated $256K.
  • Laidlaw Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and held it in 20 quarters.
  • Laidlaw Wealth Management's SPDR Gold Trust position peaked at $4.31M in Q1 2023.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.