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Mosaic Family Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Mosaic Family Wealth Partners’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
2025
Q4 		– Sell
-1,924
Closed -$678K – 247
2025
Q3 		$678K Buy
+1,924
New +$613K 0.08% 116

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Mosaic Family Wealth Partners's GLD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its SPDR Gold Trust (GLD) stake by 9.4% in Q2 2026, buying an estimated $357K and bringing the position to 10,037 shares worth $3.7M. The position accounts for 0.25% of the portfolio, ranked #62.

Mosaic Family Wealth Partners first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.95M in Q1 2026. 2,182 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,037 shares of SPDR Gold Trust worth $3.7M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 862 SPDR Gold Trust shares in Q2 2026, an estimated $357K.
  • SPDR Gold Trust made up 0.25% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Mosaic Family Wealth Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's SPDR Gold Trust position peaked at $3.95M in Q1 2026.
  • 2,182 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.