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

Lakeridge 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 		$213K Buy
579
+5
+0.9% +$2.07K 0.08% 176
2026
Q1 		$247K Hold
574
– – 0.11% 149
2025
Q4 		$227K Hold
574
– – 0.1% 148
2025
Q3 		$204K Buy
+574
New +$183K 0.09% 148

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Lakeridge Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.87% in Q2 2026, buying an estimated $2.07K and bringing the position to 579 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #176.

Lakeridge Wealth Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q1 2026. 1,432 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lakeridge Wealth Management held 579 shares of SPDR Gold Trust worth $213K as of Q2 2026.
  • Lakeridge Wealth Management bought 5 SPDR Gold Trust shares in Q2 2026, an estimated $2.07K.
  • SPDR Gold Trust made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Lakeridge Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Lakeridge Wealth Management's SPDR Gold Trust position peaked at $247K in Q1 2026.
  • 1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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