Lake Hills Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Lake Hills 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	$16.1M	Buy	43,786 +3,735	+9%	+$1.55M	7.33%	2
2026 Q1	$17.2M	Buy	40,051 +2,182	+6%	+$977K	9.64%	2
2025 Q4	$15M	Sell	37,869 -7,633	-17%	-$2.92M	7.83%	4
2025 Q3	$16.2M	Buy	45,502 +22,210	+95%	+$7.08M	8.64%	3
2025 Q2	$7.1M	Sell	23,292 -12,589	-35%	-$3.81M	4.06%	7
2025 Q1	$10.3M	Buy	35,881 +14,717	+70%	+$3.89M	7.14%	3
2024 Q4	$5.12M	Sell	21,164 -372	-2%	-$91.4K	3.5%	8
2024 Q3	$5.23M	Sell	21,536 -58	-0.3%	-$13.3K	3.5%	10
2024 Q2	$4.64M	Sell	21,594 -16,283	-43%	-$3.52M	3.33%	11
2024 Q1	$7.79M	Buy	37,877 +7,382	+24%	+$1.42M	7.01%	2
2023 Q4	$5.83M	Buy	30,495 +7,579	+33%	+$1.39M	5.83%	5
2023 Q3	$3.93M	Sell	22,916 -39	-0.2%	-$6.97K	3.98%	7
2023 Q2	$4.09M	Buy	+22,955	New	+$4.22M	4.46%	10
2023 Q1	–	Sell	-13,748	Closed	-$2.33M	–	31
2022 Q4	$2.33M	Buy	+13,748	New	+$2.21M	2.32%	11
2022 Q3	–	Sell	-37,714	Closed	-$6.06M	–	34
2022 Q2	$6.35M	Sell	37,714 -9,320	-20%	-$1.63M	4.7%	7
2022 Q1	$8.5M	Buy	+47,034	New	+$8.25M	6.11%	5

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Lake Hills Wealth Management's GLD Position: Q2 2026 in Review

Lake Hills Wealth Management increased its SPDR Gold Trust (GLD) stake by 9.3% in Q2 2026, buying an estimated $1.55M and bringing the position to 43,786 shares worth $16.1M. The position accounts for 7.33% of the portfolio, ranked #2.

Lake Hills Wealth Management first reported a position in GLD in Q1 2022 and has held it in 16 quarters since. The position peaked at $17.2M in Q1 2026. 1,036 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lake Hills Wealth Management held 43,786 shares of SPDR Gold Trust worth $16.1M as of Q2 2026.
Lake Hills Wealth Management bought 3,735 SPDR Gold Trust shares in Q2 2026, an estimated $1.55M.
SPDR Gold Trust made up 7.33% of Lake Hills Wealth Management's portfolio in Q2 2026, its #2 holding.
Lake Hills Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 16 quarters since.
Lake Hills Wealth Management's SPDR Gold Trust position peaked at $17.2M in Q1 2026.
1,036 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.