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Marshall & Sterling Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$32K Hold
87
– – 0.02% 181
2026
Q1 		$37.4K Hold
87
– – 0.02% 160
2025
Q4 		$34.5K Hold
87
– – 0.02% 164
2025
Q3 		$30.9K Hold
87
– – 0.02% 222
2025
Q2 		$26.5K Hold
87
– – 0.02% 234
2025
Q1 		$25.1K Hold
87
– – 0.02% 236
2024
Q4 		$21.1K Buy
+87
New +$21.4K 0.01% 188

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

Marshall & Sterling Wealth Advisors's GLD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 87 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #181.

Marshall & Sterling Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 87 shares of SPDR Gold Trust worth $32K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's SPDR Gold Trust position peaked at $37.4K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.