LWANC
GLD icon

Laurel Wealth Advisors (North Carolina)’s SPDR Gold Trust GLD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$3.57M Sell
9,692
-371
-4% -$154K 0.35% 57
2026
Q1 		$4.37M Buy
10,063
+325
+3% +$146K 0.43% 48
2025
Q4 		$3.86M Buy
9,738
+7
+0.1% +$2.67K 0.51% 51
2025
Q3 		$3.46M Buy
9,731
+144
+2% +$45.9K 0.48% 55
2025
Q2 		$2.92M Buy
9,587
+260
+3% +$78.7K 0.44% 58
2025
Q1 		$2.69M Sell
9,327
-220
-2% -$58.2K 0.42% 59
2024
Q4 		$2.31M Sell
9,547
-1,780
-16% -$437K 0.36% 68
2024
Q3 		$2.75M Sell
11,327
-65
-0.6% -$14.9K 0.44% 60
2024
Q2 		$2.45M Sell
11,392
-470
-4% -$102K 0.42% 62
2024
Q1 		$2.44M Hold
11,862
– – 0.42% 64
2023
Q4 		$2.27M Sell
11,862
-50
-0.4% -$9.16K 0.43% 64
2023
Q3 		$2.04M Hold
11,912
– – 0.43% 64
2023
Q2 		$2.12M Sell
11,912
-65
-0.5% -$11.9K 0.43% 67
2023
Q1 		$2.19M Buy
11,977
+2,750
+30% +$484K 0.46% 67
2022
Q4 		$1.57M Sell
9,227
-340
-4% -$54.8K 0.35% 72
2022
Q3 		$1.48M Sell
9,567
-6
-0.1% -$965 0.37% 73
2022
Q2 		$1.61M Sell
9,573
-300
-3% -$52.4K 0.39% 70
2022
Q1 		$1.78M Sell
9,873
-80
-0.8% -$14K 0.37% 69
2021
Q4 		$1.7M Buy
9,953
+550
+6% +$92.3K 0.35% 71
2021
Q3 		$1.54M Buy
9,403
+825
+10% +$138K 0.34% 72
2021
Q2 		$1.42M Buy
8,578
+148
+2% +$25.1K 0.31% 75
2021
Q1 		$1.35M Buy
8,430
+68
+0.8% +$11.4K 0.33% 71
2020
Q4 		$1.49M Buy
8,362
+200
+2% +$35.2K 0.39% 68
2020
Q3 		$1.45M Buy
8,162
+100
+1% +$18K 0.43% 61
2020
Q2 		$1.35M Sell
8,062
-40
-0.5% -$6.45K 0.44% 62
2020
Q1 		$1.2M Sell
8,102
-4
-0% -$596 0.45% 68
2019
Q4 		$1.16M Hold
8,106
– – 0.36% 67
2019
Q3 		$1.13M Hold
8,106
– – 0.38% 68
2019
Q2 		$1.08M Hold
8,106
– – 0.38% 68
2019
Q1 		$989K Sell
8,106
-40
-0.5% -$4.93K 0.36% 68
2018
Q4 		$988K Buy
+8,146
New +$946K 0.4% 68

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GLD Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its SPDR Gold Trust (GLD) stake by 3.7% in Q2 2026, selling an estimated $154K and leaving 9,692 shares worth $3.57M. The position accounts for 0.35% of the portfolio, ranked #57.

Laurel Wealth Advisors (North Carolina) first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.37M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 9,692 shares of SPDR Gold Trust worth $3.57M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 371 SPDR Gold Trust shares in Q2 2026, an estimated $154K.
  • SPDR Gold Trust made up 0.35% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #57 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s SPDR Gold Trust position peaked at $4.37M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.