Medallion Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Medallion 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	$517K	Buy	1,403 +39	+3%	+$16.2K	0.16%	124
2026 Q1	$587K	Sell	1,364 -175	-11%	-$78.4K	0.19%	112
2025 Q4	$610K	Sell	1,539 -322	-17%	-$123K	0.2%	107
2025 Q3	$662K	Buy	1,861 +27	+1%	+$8.6K	0.23%	100
2025 Q2	$563K	Buy	1,834 +308	+20%	+$93.3K	0.22%	108
2025 Q1	$439K	Buy	1,526 +140	+10%	+$37K	0.2%	115
2024 Q4	$350K	Buy	+1,386	New	+$341K	0.17%	127

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Medallion Wealth Advisors's GLD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 2.9% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,403 shares worth $517K. The position accounts for 0.16% of the portfolio, ranked #124.

Medallion Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q3 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Medallion Wealth Advisors held 1,403 shares of SPDR Gold Trust worth $517K as of Q2 2026.
Medallion Wealth Advisors bought 39 SPDR Gold Trust shares in Q2 2026, an estimated $16.2K.
SPDR Gold Trust made up 0.16% of Medallion Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Medallion Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's SPDR Gold Trust position peaked at $662K in Q3 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.