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Modern Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Modern 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 		$6.97M Buy
18,931
+2,287
+14% +$947K 0.08% 220
2026
Q1 		$7.29M Sell
16,644
-893
-5% -$400K 0.12% 165
2025
Q4 		$6.95M Buy
17,537
+92
+0.5% +$35.1K 0.13% 162
2025
Q3 		$6.2M Buy
17,445
+343
+2% +$109K 0.12% 168
2025
Q2 		$5.21M Buy
17,102
+6,888
+67% +$2.09M 0.13% 160
2025
Q1 		$2.94M Buy
10,214
+1,404
+16% +$371K 0.09% 176
2024
Q4 		$2.13M Buy
8,810
+2,197
+33% +$540K 0.08% 174
2024
Q3 		$1.61M Buy
6,613
+823
+14% +$188K 0.1% 132
2024
Q2 		$1.24M Buy
5,790
+321
+6% +$69.4K 0.09% 127
2024
Q1 		$1.13M Buy
5,469
+1,541
+39% +$296K 0.1% 107
2023
Q4 		$751K Buy
+3,928
New +$720K 0.09% 73

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

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

Modern Wealth Management increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $947K and bringing the position to 18,931 shares worth $6.97M. The position accounts for 0.08% of the portfolio, ranked #220.

Modern Wealth Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.29M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Modern Wealth Management held 18,931 shares of SPDR Gold Trust worth $6.97M as of Q2 2026.
  • Modern Wealth Management bought 2,287 SPDR Gold Trust shares in Q2 2026, an estimated $947K.
  • SPDR Gold Trust made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Modern Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's SPDR Gold Trust position peaked at $7.29M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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