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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

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

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. 3,037 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.
  • 3,037 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.