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Mosley Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Mosley 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 		$49.7K Sell
135
-65
-33% -$26.9K 0.02% 252
2026
Q1 		$71.1K Buy
+200
New +$89.6K 0.03% 188
2024
Q1 		– Sell
-1,172
Closed -$224K – 99
2023
Q4 		$224K Buy
+1,172
New +$215K 0.22% 86

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

Mosley Wealth Management's GLD Position: Q2 2026 in Review

Mosley Wealth Management reduced its SPDR Gold Trust (GLD) stake by 33% in Q2 2026, selling an estimated $26.9K and leaving 135 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #252.

Mosley Wealth Management first reported a position in GLD in Q4 2023 and has held it in 3 quarters since. The position peaked at $224K in Q4 2023. 2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mosley Wealth Management held 135 shares of SPDR Gold Trust worth $49.7K as of Q2 2026.
  • Mosley Wealth Management sold 65 SPDR Gold Trust shares in Q2 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Mosley Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 3 quarters since.
  • Mosley Wealth Management's SPDR Gold Trust position peaked at $224K in Q4 2023.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.