MilWealth Group’s SPDR Gold Trust GLD Stock Holding History

MilWealth 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	$168K	Hold	456	–	–	0.04%	31
2026 Q1	$196K	Hold	456	–	–	0.05%	26
2025 Q4	$181K	Hold	456	–	–	0.04%	27
2025 Q3	$162K	Hold	456	–	–	0.04%	30
2025 Q2	$139K	Hold	456	–	–	0.04%	30
2025 Q1	$131K	Hold	456	–	–	0.04%	30
2024 Q4	$110K	Hold	456	–	–	0.03%	41
2024 Q3	$111K	Hold	456	–	–	0.03%	30
2024 Q2	$98K	Hold	456	–	–	0.03%	30
2024 Q1	$93.8K	Hold	456	–	–	0.03%	31
2023 Q4	$87.2K	Sell	456 -3	-0.7%	-$550	0.03%	32
2023 Q3	$78.7K	Hold	459	–	–	0.03%	32
2023 Q2	$81.8K	Hold	459	–	–	0.03%	29
2023 Q1	$84.1K	Hold	459	–	–	0.03%	29
2022 Q4	$77.9K	Hold	459	–	–	0.03%	30
2022 Q3	$71K	Hold	459	–	–	0.03%	31
2022 Q2	$77.3K	Hold	459	–	–	0.03%	33
2022 Q1	$82.9K	Hold	459	–	–	0.03%	34
2021 Q4	$78.5K	Hold	459	–	–	0.03%	32
2021 Q3	$75.4K	Buy	+459	New	+$76.8K	0.03%	32

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

MilWealth Group's GLD Position: Q2 2026 in Review

MilWealth Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 456 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #31.

MilWealth Group first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $196K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

MilWealth Group held 456 shares of SPDR Gold Trust worth $168K as of Q2 2026.
MilWealth Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of MilWealth Group's portfolio in Q2 2026, its #31 holding.
MilWealth Group first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
MilWealth Group's SPDR Gold Trust position peaked at $196K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.