MWM
GLD icon

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

MBE 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 		$953K Buy
2,586
+10
+0.4% +$4.14K 0.33% 49
2026
Q1 		$1.11M Buy
2,576
+35
+1% +$15.7K 0.46% 36
2025
Q4 		$1.01M Buy
2,541
+106
+4% +$40.5K 0.42% 37
2025
Q3 		$866K Buy
2,435
+39
+2% +$12.4K 0.37% 37
2025
Q2 		$730K Buy
2,396
+21
+0.9% +$6.36K 0.32% 44
2025
Q1 		$684K Buy
2,375
+793
+50% +$210K 0.33% 45
2024
Q4 		$383K Sell
1,582
-59
-4% -$14.5K 0.22% 58
2024
Q3 		$399K Sell
1,641
-96
-6% -$22K 0.22% 60
2024
Q2 		$373K Buy
1,737
+80
+5% +$17.3K 0.23% 60
2024
Q1 		$341K Sell
1,657
-218
-12% -$41.8K 0.21% 62
2023
Q4 		$358K Hold
1,875
– – 0.18% 63
2023
Q3 		$321K Hold
1,875
– – 0.18% 57
2023
Q2 		$334K Buy
1,875
+40
+2% +$7.35K 0.18% 57
2023
Q1 		$336K Sell
1,835
-35
-2% -$6.16K 0.2% 54
2022
Q4 		$317K Sell
1,870
-107
-5% -$17.2K 0.2% 52
2022
Q3 		$306K Sell
1,977
-50
-2% -$8.04K 0.22% 42
2022
Q2 		$341K Sell
2,027
-842
-29% -$147K 0.24% 41
2022
Q1 		$518K Sell
2,869
-75
-3% -$13.2K 0.31% 31
2021
Q4 		$503K Buy
2,944
+28
+1% +$4.7K 0.26% 27
2021
Q3 		$479K Hold
2,916
– – 0.24% 29
2021
Q2 		$483K Buy
2,916
+74
+3% +$12.6K 0.25% 29
2021
Q1 		$455K Buy
2,842
+130
+5% +$21.8K 0.25% 37
2020
Q4 		$483K Buy
2,712
+815
+43% +$144K 0.33% 33
2020
Q3 		$317K Hold
1,897
– – 0.27% 35
2020
Q2 		$317K Sell
1,897
-5
-0.3% -$806 0.27% 35
2020
Q1 		$281K Sell
1,902
-211
-10% -$31.4K 0.27% 26
2019
Q4 		$301K Buy
+2,113
New +$295K 0.3% 26

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

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

MBE Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.39% in Q2 2026, buying an estimated $4.14K and bringing the position to 2,586 shares worth $953K. The position accounts for 0.33% of the portfolio, ranked #49.

MBE Wealth Management first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • MBE Wealth Management held 2,586 shares of SPDR Gold Trust worth $953K as of Q2 2026.
  • MBE Wealth Management bought 10 SPDR Gold Trust shares in Q2 2026, an estimated $4.14K.
  • SPDR Gold Trust made up 0.33% of MBE Wealth Management's portfolio in Q2 2026, its #49 holding.
  • MBE Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's SPDR Gold Trust position peaked at $1.11M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.