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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
2022
Q4 		– Sell
-27,058
Closed -$4.18M – 43
2022
Q3 		$4.18M Buy
+27,058
New +$4.35M 3.8% 11

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

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. 3,033 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.
  • 3,033 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.