Moser Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Moser Wealth Advisors’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 Q2	$15.2K	Hold	50	–	–	0.01%	134
2025 Q1	$14.4K	Hold	50	–	–	0.01%	122
2024 Q4	$12.1K	Hold	50	–	–	0.01%	111
2024 Q3	$12.2K	Hold	50	–	–	0.01%	115
2024 Q2	$10.8K	Sell	50 -29	-37%	-$6.27K	0.01%	118
2024 Q1	$16.3K	Hold	79	–	–	0.01%	112
2023 Q4	$15.1K	Hold	79	–	–	0.01%	110
2023 Q3	$13.5K	Hold	79	–	–	0.01%	106
2023 Q2	$14.1K	Buy	+79	New	+$14.5K	0.01%	105
2022 Q4	$13.4K	Hold	79	–	–	0.01%	102
2022 Q3	$12K	Hold	79	–	–	0.01%	108
2022 Q2	$13K	Hold	79	–	–	0.01%	107
2022 Q1	$14K	Hold	79	–	–	0.01%	107
2021 Q4	$14K	Hold	79	–	–	0.01%	109
2021 Q3	$13K	Buy	79 +50	+172%	+$8.37K	0.01%	109
2021 Q2	$5K	Hold	29	–	–	﹤0.01%	126
2021 Q1	$5K	Buy	+29	New	+$4.87K	﹤0.01%	121
2020 Q1	–	Sell	-1,985	Closed	-$284K	–	129
2019 Q4	$284K	Buy	+1,985	New	+$277K	0.27%	48

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moser Wealth Advisors's GLD Position: Q2 2025 in Review

Moser Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2025 at 50 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #134.

Moser Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 18 quarters since. The position peaked at $284K in Q4 2019. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Moser Wealth Advisors held 50 shares of SPDR Gold Trust worth $15.2K as of Q2 2025.
Moser Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2025.
SPDR Gold Trust made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #134 holding.
Moser Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 18 quarters since.
Moser Wealth Advisors's SPDR Gold Trust position peaked at $284K in Q4 2019.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.