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

LifeGoal 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 		$484K Hold
1,314
– – 0.22% 67
2026
Q1 		$575K Hold
1,314
– – 0.33% 47
2025
Q4 		$521K Buy
1,314
+750
+133% +$286K 0.35% 48
2025
Q3 		$200K Buy
+564
New +$180K 0.17% 70

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

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

LifeGoal Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,314 shares worth $484K. The position accounts for 0.22% of the portfolio, ranked #67.

LifeGoal Wealth Advisors first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $575K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,314 shares of SPDR Gold Trust worth $484K as of Q2 2026.
  • LifeGoal Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.22% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • LifeGoal Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • LifeGoal Wealth Advisors's SPDR Gold Trust position peaked at $575K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.