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Montz Harcus Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Montz Harcus 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 		$537K Buy
1,459
+191
+15% +$79.1K 0.19% 47
2026
Q1 		$546K Sell
1,268
-92
-7% -$41.2K 0.22% 48
2025
Q4 		$539K Buy
1,360
+410
+43% +$157K 0.22% 46
2025
Q3 		$338K Hold
950
– – 0.15% 60
2025
Q2 		$290K Sell
950
-85
-8% -$25.7K 0.14% 62
2025
Q1 		$298K Buy
1,035
+37
+4% +$9.79K 0.16% 55
2024
Q4 		$242K Buy
998
+16
+2% +$3.93K 0.14% 63
2024
Q3 		$239K Hold
982
– – 0.14% 60
2024
Q2 		$211K Hold
982
– – 0.14% 64
2024
Q1 		$202K Buy
+982
New +$188K 0.14% 70

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Montz Harcus Wealth Management's GLD Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,459 shares worth $537K. The position accounts for 0.19% of the portfolio, ranked #47.

Montz Harcus Wealth Management first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $546K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Montz Harcus Wealth Management held 1,459 shares of SPDR Gold Trust worth $537K as of Q2 2026.
  • Montz Harcus Wealth Management bought 191 SPDR Gold Trust shares in Q2 2026, an estimated $79.1K.
  • SPDR Gold Trust made up 0.19% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Montz Harcus Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Montz Harcus Wealth Management's SPDR Gold Trust position peaked at $546K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.