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Magnolia Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Magnolia Private Wealth’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 		$460K Hold
1,250
– – 0.25% 87
2026
Q1 		$538K Sell
1,250
-178
-12% -$79.7K 0.36% 65
2025
Q4 		$566K Buy
1,428
+12
+0.8% +$4.58K 0.4% 59
2025
Q3 		$503K Buy
1,416
+66
+5% +$21K 0.37% 58
2025
Q2 		$412K Sell
1,350
-100
-7% -$30.3K 0.32% 65
2025
Q1 		$418K Hold
1,450
– – 0.34% 62
2024
Q4 		$351K Buy
+1,450
New +$356K 0.3% 74

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Magnolia Private Wealth's GLD Position: Q2 2026 in Review

Magnolia Private Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,250 shares worth $460K. The position accounts for 0.25% of the portfolio, ranked #87.

Magnolia Private Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Magnolia Private Wealth held 1,250 shares of SPDR Gold Trust worth $460K as of Q2 2026.
  • Magnolia Private Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.25% of Magnolia Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Magnolia Private Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Magnolia Private Wealth's SPDR Gold Trust position peaked at $566K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.