MI
GLD icon

Moneywise Inc’s SPDR Gold Trust GLD Stock Holding History

Moneywise Inc’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 		$323K Hold
876
– – 0.12% 68
2026
Q1 		$377K Buy
876
+91
+12% +$40.8K 0.16% 65
2025
Q4 		$311K Buy
785
+10
+1% +$3.82K 0.13% 67
2025
Q3 		$275K Hold
775
– – 0.12% 59
2025
Q2 		$236K Hold
775
– – 0.11% 67
2025
Q1 		$223K Buy
+775
New +$205K 0.12% 54
2024
Q3 		– Sell
-1,186
Closed -$255K – 61
2024
Q2 		$255K Hold
1,186
– – 0.14% 52
2024
Q1 		$244K Hold
1,186
– – 0.13% 56
2023
Q4 		$227K Hold
1,186
– – 0.13% 49
2023
Q3 		$203K Hold
1,186
– – 0.13% 47
2023
Q2 		$211K Hold
1,186
– – 0.13% 48
2023
Q1 		$217K Hold
1,186
– – 0.14% 48
2022
Q4 		$201K Buy
+1,186
New +$191K 0.15% 47
2022
Q2 		– Sell
-1,413
Closed -$255K – 53
2022
Q1 		$255K Hold
1,413
– – 0.17% 42
2021
Q4 		$242K Buy
+1,413
New +$237K 0.16% 48
2021
Q1 		– Sell
-1,173
Closed -$209K – 51
2020
Q4 		$209K Buy
+1,173
New +$207K 0.15% 47

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Moneywise Inc's GLD Position: Q2 2026 in Review

Moneywise Inc held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 876 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #68.

Moneywise Inc first reported a position in GLD in Q4 2020 and has held it in 16 quarters since. The position peaked at $377K in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Moneywise Inc held 876 shares of SPDR Gold Trust worth $323K as of Q2 2026.
  • Moneywise Inc left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.12% of Moneywise Inc's portfolio in Q2 2026, its #68 holding.
  • Moneywise Inc first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 16 quarters since.
  • Moneywise Inc's SPDR Gold Trust position peaked at $377K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.