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

Maridea 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	$5.33M	Sell	14,476 -123	-0.8%	-$51K	0.58%	37
2026 Q1	$6.28M	Sell	14,599 -1,026	-7%	-$459K	0.91%	22
2025 Q4	$6.19M	Sell	15,625 -2,650	-15%	-$1.01M	0.93%	20
2025 Q3	$7.37M	Sell	18,275 -1,671	-8%	-$533K	1.15%	17
2025 Q2	$6.08M	Sell	19,946 -6,315	-24%	-$1.91M	1.58%	12
2025 Q1	$7.57M	Buy	26,261 +2,864	+12%	+$757K	2.47%	7
2024 Q4	$5.67M	Buy	+23,397	New	+$5.75M	1.82%	10

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

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

Maridea Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.84% in Q2 2026, selling an estimated $51K and leaving 14,476 shares worth $5.33M. The position accounts for 0.58% of the portfolio, ranked #37.

Maridea Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.57M in Q1 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Maridea Wealth Management held 14,476 shares of SPDR Gold Trust worth $5.33M as of Q2 2026.
Maridea Wealth Management sold 123 SPDR Gold Trust shares in Q2 2026, an estimated $51K.
SPDR Gold Trust made up 0.58% of Maridea Wealth Management's portfolio in Q2 2026, its #37 holding.
Maridea Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's SPDR Gold Trust position peaked at $7.57M in Q1 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.