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

Lodestone 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	$1.12M	Sell	3,052 -22	-0.7%	-$9.11K	0.4%	70
2026 Q1	$1.32M	Sell	3,074 -240	-7%	-$107K	0.52%	59
2025 Q4	$1.31M	Sell	3,314 -28	-0.8%	-$10.7K	0.53%	54
2025 Q3	$1.19M	Buy	3,342 +42	+1%	+$13.4K	0.53%	56
2025 Q2	$1.01M	Sell	3,300 -36	-1%	-$10.9K	0.49%	61
2025 Q1	$961K	Buy	3,336 +41	+1%	+$10.8K	0.51%	60
2024 Q4	$798K	Sell	3,295 -100	-3%	-$24.6K	0.4%	69
2024 Q3	$825K	Hold	3,395	–	–	0.41%	66
2024 Q2	$730K	Sell	3,395 -48	-1%	-$10.4K	0.38%	68
2024 Q1	$708K	Sell	3,443 -37	-1%	-$7.1K	0.37%	68
2023 Q4	$665K	Sell	3,480 -6	-0.2%	-$1.1K	0.39%	67
2023 Q3	$598K	Buy	3,486 +2	+0.1%	+$358	0.42%	63
2023 Q2	$621K	Buy	3,484 +36	+1%	+$6.62K	0.43%	63
2023 Q1	$632K	Buy	3,448 +121	+4%	+$21.3K	0.49%	59
2022 Q4	$597K	Buy	+3,327	New	+$536K	0.48%	58

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Lodestone Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.72% in Q2 2026, selling an estimated $9.11K and leaving 3,052 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #70.

Lodestone Wealth Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2026. 1,256 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lodestone Wealth Management held 3,052 shares of SPDR Gold Trust worth $1.12M as of Q2 2026.
Lodestone Wealth Management sold 22 SPDR Gold Trust shares in Q2 2026, an estimated $9.11K.
SPDR Gold Trust made up 0.4% of Lodestone Wealth Management's portfolio in Q2 2026, its #70 holding.
Lodestone Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's SPDR Gold Trust position peaked at $1.32M in Q1 2026.
1,256 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.