Long Island Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Long Island 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	$298K	Hold	808	–	–	0.12%	77
2026 Q1	$348K	Hold	808	–	–	0.16%	65
2025 Q4	$320K	Hold	808	–	–	0.15%	69
2025 Q3	$287K	Hold	808	–	–	0.14%	72
2025 Q2	$246K	Hold	808	–	–	0.13%	75
2025 Q1	$233K	Buy	+808	New	+$214K	0.14%	70
2024 Q1	–	Sell	-808	Closed	-$154K	–	200
2023 Q4	$154K	Buy	+808	New	+$148K	0.11%	80

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

Long Island Wealth Management's GLD Position: Q2 2026 in Review

Long Island Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 808 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #77.

Long Island Wealth Management first reported a position in GLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $348K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Long Island Wealth Management held 808 shares of SPDR Gold Trust worth $298K as of Q2 2026.
Long Island Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.12% of Long Island Wealth Management's portfolio in Q2 2026, its #77 holding.
Long Island Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 7 quarters since.
Long Island Wealth Management's SPDR Gold Trust position peaked at $348K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.