Moss Adams Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Moss Adams 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
2026 Q2	$2M	Hold	5,421	–	–	0.12%	57
2026 Q1	$2.33M	Sell	5,421 -59	-1%	-$26.4K	0.17%	44
2025 Q4	$2.17M	Sell	5,480 -491	-8%	-$188K	0.16%	45
2025 Q3	$2.12M	Buy	5,971 +371	+7%	+$118K	0.17%	44
2025 Q2	$1.71M	Buy	5,600 +128	+2%	+$38.8K	0.16%	55
2025 Q1	$1.58M	Hold	5,472	–	–	0.17%	48
2024 Q4	$1.32M	Buy	+5,472	New	+$1.34M	0.14%	48
2024 Q3	–	Sell	-1,347	Closed	-$290K	–	211
2024 Q2	$290K	Hold	1,347	–	–	0.04%	121
2024 Q1	$277K	Buy	1,347 +52	+4%	+$9.98K	0.04%	115
2023 Q4	$248K	Buy	+1,295	New	+$237K	0.05%	101
2023 Q1	–	Sell	-3,435	Closed	-$583K	–	192
2022 Q4	$583K	Buy	+3,435	New	+$553K	0.29%	52

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Moss Adams Wealth Advisors's GLD Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 5,421 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #57.

Moss Adams Wealth Advisors first reported a position in GLD in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.33M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Moss Adams Wealth Advisors held 5,421 shares of SPDR Gold Trust worth $2M as of Q2 2026.
Moss Adams Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Moss Adams Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 11 quarters since.
Moss Adams Wealth Advisors's SPDR Gold Trust position peaked at $2.33M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.