LWM
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LongView Wealth Management’s SPDR Gold Trust GLD Stock Holding History

LongView 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 		$250K Buy
678
+8
+1% +$3.31K 0.06% 205
2026
Q1 		$298K Sell
670
-115
-15% -$51.5K 0.07% 195
2025
Q4 		$331K Sell
785
-2
-0.3% -$764 0.08% 186
2025
Q3 		$280K Buy
+787
New +$251K 0.08% 187

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

LongView Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.2% in Q2 2026, buying an estimated $3.31K and bringing the position to 678 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #205.

LongView Wealth Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LongView Wealth Management held 678 shares of SPDR Gold Trust worth $250K as of Q2 2026.
  • LongView Wealth Management bought 8 SPDR Gold Trust shares in Q2 2026, an estimated $3.31K.
  • SPDR Gold Trust made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #205 holding.
  • LongView Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • LongView Wealth Management's SPDR Gold Trust position peaked at $331K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.