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

Lantern 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 		$273K Hold
741
– – 0.13% 155
2026
Q1 		$319K Buy
741
+100
+16% +$44.8K 0.16% 130
2025
Q4 		$254K Hold
641
– – 0.14% 134
2025
Q3 		$228K Buy
+641
New +$204K 0.12% 135
2024
Q4 		$230K Hold
950
– – 0.15% 125
2024
Q3 		$231K Hold
950
– – 0.16% 116
2024
Q2 		$204K Buy
+950
New +$205K 0.15% 125

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

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

Lantern Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 741 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #155.

Lantern Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 7 quarters since. The position peaked at $319K in Q1 2026. 1,364 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lantern Wealth Advisors held 741 shares of SPDR Gold Trust worth $273K as of Q2 2026.
  • Lantern Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.13% of Lantern Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Lantern Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 7 quarters since.
  • Lantern Wealth Advisors's SPDR Gold Trust position peaked at $319K in Q1 2026.
  • 1,364 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.