MWPCG
GLD icon

Measured Wealth Private Client Group’s SPDR Gold Trust GLD Stock Holding History

Measured Wealth Private Client Group’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 		$18.1M Sell
49,217
-11,215
-19% -$4.65M 4.38% 3
2026
Q1 		$26M Sell
60,432
-4,710
-7% -$2.11M 7.1% 1
2025
Q4 		$25.8M Sell
65,142
-448
-0.7% -$171K 6.83% 1
2025
Q3 		$23.3M Buy
65,590
+1,266
+2% +$403K 6.28% 4
2025
Q2 		$19.6M Sell
64,324
-1,916
-3% -$580K 5.87% 4
2025
Q1 		$19.1M Buy
66,240
+1,566
+2% +$414K 6.13% 4
2024
Q4 		$15.7M Buy
64,674
+3,356
+5% +$825K 5.06% 4
2024
Q3 		$14.9M Buy
61,318
+12,622
+26% +$2.89M 4.98% 6
2024
Q2 		$10.5M Buy
48,696
+3,506
+8% +$758K 3.68% 8
2024
Q1 		$9.3M Buy
45,190
+2,629
+6% +$505K 3.25% 7
2023
Q4 		$8.14M Buy
42,561
+1,238
+3% +$227K 3% 7
2023
Q3 		$7.08M Buy
41,323
+517
+1% +$92.4K 2.85% 7
2023
Q2 		$7.27M Buy
40,806
+4,661
+13% +$856K 2.76% 7
2023
Q1 		$6.62M Buy
36,145
+1,391
+4% +$245K 2.55% 8
2022
Q4 		$5.9M Sell
34,754
-3,863
-10% -$622K 2.43% 8
2022
Q3 		$5.97M Sell
38,617
-14,274
-27% -$2.3M 2.64% 8
2022
Q2 		$8.91M Buy
52,891
+787
+2% +$137K 3.93% 5
2022
Q1 		$9.41M Buy
52,104
+14,516
+39% +$2.55M 3.46% 5
2021
Q4 		$6.43M Buy
37,588
+2,995
+9% +$503K 2.27% 6
2021
Q3 		$5.68M Buy
+34,593
New +$5.79M 2.19% 7
2018
Q4 		– Sell
-300
Closed -$34K – 337
2018
Q3 		$34K Buy
+300
New +$34.4K 0.02% 428

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

Measured Wealth Private Client Group's GLD Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, selling an estimated $4.65M and leaving 49,217 shares worth $18.1M. The position accounts for 4.38% of the portfolio, ranked #3.

Measured Wealth Private Client Group first reported a position in GLD in Q3 2018 and has held it in 21 quarters since. The position peaked at $26M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Measured Wealth Private Client Group held 49,217 shares of SPDR Gold Trust worth $18.1M as of Q2 2026.
  • Measured Wealth Private Client Group sold 11,215 SPDR Gold Trust shares in Q2 2026, an estimated $4.65M.
  • SPDR Gold Trust made up 4.38% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #3 holding.
  • Measured Wealth Private Client Group first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 21 quarters since.
  • Measured Wealth Private Client Group's SPDR Gold Trust position peaked at $26M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.