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McKinley Carter Wealth Services’s SPDR Gold Trust GLD Stock Holding History

McKinley Carter Wealth Services’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 		$781K Hold
2,121
– – 0.04% 195
2026
Q1 		$913K Buy
2,121
+195
+10% +$87.3K 0.05% 176
2025
Q4 		$763K Sell
1,926
-325
-14% -$124K 0.04% 188
2025
Q3 		$800K Buy
2,251
+97
+5% +$30.9K 0.04% 181
2025
Q2 		$657K Sell
2,154
-12
-0.6% -$3.63K 0.04% 188
2025
Q1 		$624K Hold
2,166
– – 0.04% 189
2024
Q4 		$524K Buy
2,166
+711
+49% +$175K 0.03% 196
2024
Q3 		$354K Hold
1,455
– – 0.02% 242
2024
Q2 		$313K Sell
1,455
-16
-1% -$3.46K 0.02% 252
2024
Q1 		$303K Sell
1,471
-69
-4% -$13.2K 0.02% 257
2023
Q4 		$294K Buy
1,540
+65
+4% +$11.9K 0.02% 250
2023
Q3 		$253K Buy
1,475
+39
+3% +$6.97K 0.02% 261
2023
Q2 		$256K Buy
1,436
+25
+2% +$4.59K 0.02% 268
2023
Q1 		$259K Sell
1,411
-10
-0.7% -$1.76K 0.02% 264
2022
Q4 		$241K Sell
1,421
-334
-19% -$53.8K 0.02% 267
2022
Q3 		$271K Buy
1,755
+22
+1% +$3.54K 0.03% 241
2022
Q2 		$292K Sell
1,733
-774
-31% -$135K 0.03% 246
2022
Q1 		$453K Buy
2,507
+671
+37% +$118K 0.04% 204
2021
Q4 		$314K Sell
1,836
-123
-6% -$20.6K 0.02% 235
2021
Q3 		$322K Sell
1,959
-18
-0.9% -$3.01K 0.03% 232
2021
Q2 		$328K Sell
1,977
-396
-17% -$67.3K 0.03% 230
2021
Q1 		$380K Buy
2,373
+115
+5% +$19.3K 0.03% 212
2020
Q4 		$403K Buy
+2,258
New +$398K 0.05% 183

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

McKinley Carter Wealth Services's GLD Position: Q2 2026 in Review

McKinley Carter Wealth Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,121 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #195.

McKinley Carter Wealth Services first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $913K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • McKinley Carter Wealth Services held 2,121 shares of SPDR Gold Trust worth $781K as of Q2 2026.
  • McKinley Carter Wealth Services left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #195 holding.
  • McKinley Carter Wealth Services first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's SPDR Gold Trust position peaked at $913K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.