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M Wealth Management LLC’s SPDR Gold Trust GLD Stock Holding History

M Wealth Management LLC’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 		$687K Sell
1,865
-345
-16% -$143K 0.54% 31
2026
Q1 		$951K Sell
2,210
-195
-8% -$87.3K 0.8% 22
2025
Q4 		$953K Sell
2,405
-63
-3% -$24.1K 0.83% 21
2025
Q3 		$877K Sell
2,468
-150
-6% -$47.8K 0.77% 20
2025
Q2 		$798K Hold
2,618
– – 0.74% 20
2025
Q1 		$754K Sell
2,618
-401
-13% -$106K 0.7% 21
2024
Q4 		$731K Buy
+3,019
New +$742K 0.67% 19

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 $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

M Wealth Management LLC's GLD Position: Q2 2026 in Review

M Wealth Management LLC reduced its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, selling an estimated $143K and leaving 1,865 shares worth $687K. The position accounts for 0.54% of the portfolio, ranked #31.

M Wealth Management LLC first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $953K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • M Wealth Management LLC held 1,865 shares of SPDR Gold Trust worth $687K as of Q2 2026.
  • M Wealth Management LLC sold 345 SPDR Gold Trust shares in Q2 2026, an estimated $143K.
  • SPDR Gold Trust made up 0.54% of M Wealth Management LLC's portfolio in Q2 2026, its #31 holding.
  • M Wealth Management LLC first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • M Wealth Management LLC's SPDR Gold Trust position peaked at $953K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.