Legacy Wealth Management (Idaho)’s SPDR Gold Trust GLD Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.03M	Buy	2,802 +363	+15%	+$150K	0.43%	68
2026 Q1	$1.05M	Sell	2,439 -76	-3%	-$34K	0.52%	49
2025 Q4	$997K	Sell	2,515 -970	-28%	-$370K	0.48%	48
2025 Q3	$1.24M	Buy	3,485 +3,295	+1,734%	+$1.05M	0.56%	44
2025 Q2	$57.9K	Buy	190 +54	+40%	+$16.4K	0.03%	145
2025 Q1	$39.2K	Buy	136 +46	+51%	+$12.2K	0.03%	163
2024 Q4	$23.8K	Hold	90	–	–	0.02%	197
2024 Q3	$21.4K	Buy	+90	New	+$20.6K	0.01%	214

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GLD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, buying an estimated $150K and bringing the position to 2,802 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #68.

Legacy Wealth Management (Idaho) first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Legacy Wealth Management (Idaho) held 2,802 shares of SPDR Gold Trust worth $1.03M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 363 SPDR Gold Trust shares in Q2 2026, an estimated $150K.
SPDR Gold Trust made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #68 holding.
Legacy Wealth Management (Idaho) first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s SPDR Gold Trust position peaked at $1.24M in Q3 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.