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MBL Wealth’s SPDR Gold Trust GLD Stock Holding History

MBL 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 		$3.35M Sell
9,089
-1,252
-12% -$519K 0.23% 70
2026
Q1 		$4.45M Sell
10,341
-305
-3% -$137K 0.34% 60
2025
Q4 		$4.22M Sell
10,646
-257
-2% -$98.1K 0.34% 62
2025
Q3 		$3.88M Buy
10,903
+307
+3% +$97.8K 0.34% 60
2025
Q2 		$3.23M Sell
10,596
-345
-3% -$104K 0.31% 62
2025
Q1 		$3.15M Sell
10,941
-300
-3% -$79.3K 0.32% 55
2024
Q4 		$2.72M Sell
11,241
-450
-4% -$111K 0.27% 62
2024
Q3 		$2.84M Sell
11,691
-180
-2% -$41.2K 0.31% 58
2024
Q2 		$2.55M Buy
11,871
+51
+0.4% +$11K 0.28% 57
2024
Q1 		$2.43M Buy
11,820
+1,475
+14% +$283K 0.28% 54
2023
Q4 		$1.98M Sell
10,345
-120
-1% -$22K 0.25% 53
2023
Q3 		$1.79M Buy
10,465
+934
+10% +$167K 0.25% 48
2023
Q2 		$1.7M Sell
9,531
-95
-1% -$17.5K 0.24% 51
2023
Q1 		$1.76M Sell
9,626
-295
-3% -$51.9K 0.28% 48
2022
Q4 		$1.68M Sell
9,921
-1,135
-10% -$183K 0.32% 49
2022
Q3 		$1.71M Sell
11,056
-40
-0.4% -$6.43K 0.37% 53
2022
Q2 		$1.87M Sell
11,096
-535
-5% -$93.4K 0.47% 47
2022
Q1 		$2.1M Buy
+11,631
New +$2.04M 0.51% 40
2021
Q3 		$2.14M Buy
+13,044
New +$2.18M 0.74% 39
2021
Q1 		$2.93M Sell
18,289
-1,867
-9% -$314K 1.02% 25
2020
Q4 		$3.6M Buy
+20,156
New +$3.55M 1.42% 19

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MBL Wealth's GLD Position: Q2 2026 in Review

MBL Wealth reduced its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, selling an estimated $519K and leaving 9,089 shares worth $3.35M. The position accounts for 0.23% of the portfolio, ranked #70.

MBL Wealth first reported a position in GLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.45M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • MBL Wealth held 9,089 shares of SPDR Gold Trust worth $3.35M as of Q2 2026.
  • MBL Wealth sold 1,252 SPDR Gold Trust shares in Q2 2026, an estimated $519K.
  • SPDR Gold Trust made up 0.23% of MBL Wealth's portfolio in Q2 2026, its #70 holding.
  • MBL Wealth first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's SPDR Gold Trust position peaked at $4.45M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.