MWM
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Mission Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Mission Wealth Management’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 		$6.69M Buy
18,151
+5,329
+42% +$2.21M 0.08% 143
2026
Q1 		$5.52M Buy
12,822
+400
+3% +$179K 0.11% 99
2025
Q4 		$4.92M Buy
12,422
+3,886
+46% +$1.48M 0.1% 117
2025
Q3 		$3.03M Sell
8,536
-501
-6% -$160K 0.06% 166
2025
Q2 		$2.75M Buy
9,037
+513
+6% +$155K 0.06% 178
2025
Q1 		$2.46M Buy
8,524
+2,789
+49% +$738K 0.06% 171
2024
Q4 		$1.39M Buy
5,735
+538
+10% +$132K 0.03% 227
2024
Q3 		$1.26M Buy
5,197
+550
+12% +$126K 0.03% 244
2024
Q2 		$999K Sell
4,647
-604
-12% -$131K 0.03% 268
2024
Q1 		$1.08M Buy
5,251
+512
+11% +$98.3K 0.03% 276
2023
Q4 		$906K Sell
4,739
-1,589
-25% -$291K 0.03% 260
2023
Q3 		$1.08M Buy
6,328
+457
+8% +$81.7K 0.04% 206
2023
Q2 		$1.05M Buy
5,871
+1,031
+21% +$189K 0.04% 206
2023
Q1 		$887K Buy
4,840
+2,724
+129% +$479K 0.04% 239
2022
Q4 		$359K Hold
2,116
– – 0.02% 392
2022
Q3 		$327K Sell
2,116
-565
-21% -$90.9K 0.02% 376
2022
Q2 		$452K Sell
2,681
-634
-19% -$111K 0.02% 314
2022
Q1 		$599K Sell
3,315
-416
-11% -$73K 0.03% 281
2021
Q4 		$638K Sell
3,731
-65
-2% -$10.9K 0.03% 266
2021
Q3 		$623K Buy
+3,796
New +$635K 0.03% 250
2020
Q4 		– Sell
-1,494
Closed -$265K – 413
2020
Q3 		$265K Buy
+1,494
New +$268K 0.02% 296

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

Mission Wealth Management's GLD Position: Q2 2026 in Review

Mission Wealth Management increased its SPDR Gold Trust (GLD) stake by 42% in Q2 2026, buying an estimated $2.21M and bringing the position to 18,151 shares worth $6.69M. The position accounts for 0.08% of the portfolio, ranked #143.

Mission Wealth Management first reported a position in GLD in Q3 2020 and has held it in 21 quarters since. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mission Wealth Management held 18,151 shares of SPDR Gold Trust worth $6.69M as of Q2 2026.
  • Mission Wealth Management bought 5,329 SPDR Gold Trust shares in Q2 2026, an estimated $2.21M.
  • SPDR Gold Trust made up 0.08% of Mission Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Mission Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.