MWM
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Moulton Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Moulton 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 		$2M Sell
5,361
-17
-0.3% -$7.04K 1.32% 18
2026
Q1 		$2.31M Sell
5,378
-5
-0.1% -$2.24K 1.57% 15
2025
Q4 		$2.14M Sell
5,383
-18
-0.3% -$6.87K 2.03% 13
2025
Q3 		$1.92M Sell
5,401
-77
-1% -$24.5K 1.4% 22
2025
Q2 		$1.68M Sell
5,478
-90
-2% -$27.3K 1.27% 22
2025
Q1 		$1.6M Sell
5,568
-276
-5% -$73K 1.22% 21
2024
Q4 		$1.41M Sell
5,844
-24
-0.4% -$5.9K 1.09% 21
2024
Q3 		$1.44M Sell
5,868
-75
-1% -$17.2K 1.2% 20
2024
Q2 		$1.3M Sell
5,943
-61
-1% -$13.2K 1.18% 20
2024
Q1 		$1.24M Sell
6,004
-152
-2% -$29.2K 1.3% 15
2023
Q4 		$1.16M Sell
6,156
-4
-0.1% -$733 1.49% 10
2023
Q3 		$1.07M Sell
6,160
-2,136
-26% -$382K 1.57% 10
2023
Q2 		$1.48M Sell
8,296
-331
-4% -$60.8K 2.62% 6
2023
Q1 		$1.61M Buy
8,627
+6,920
+405% +$1.22M 3.54% 4
2022
Q4 		$297K Sell
1,707
-1,772
-51% -$285K 1.02% 13
2022
Q3 		$538K Sell
3,479
-15,883
-82% -$2.55M 3.38% 9
2022
Q2 		$3.48M Hold
19,362
– – 3.62% 9
2022
Q1 		$3.48M Buy
19,362
+2,725
+16% +$478K 3.62% 9
2021
Q4 		$2.82M Sell
16,637
-7,489
-31% -$1.26M 2.06% 15
2021
Q3 		$3.97M Buy
+24,126
New +$4.04M 2.96% 10
2020
Q4 		– Sell
-1,461
Closed -$264K – 23
2020
Q3 		$264K Buy
+1,461
New +$263K 0.29% 15
2020
Q1 		– Sell
-2,313
Closed -$337K – 15
2019
Q4 		$337K Buy
+2,313
New +$323K 0.28% 25

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Moulton Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.32% in Q2 2026, selling an estimated $7.04K and leaving 5,361 shares worth $2M. The position accounts for 1.32% of the portfolio, ranked #18.

Moulton Wealth Management first reported a position in GLD in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.97M in Q3 2021. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Moulton Wealth Management held 5,361 shares of SPDR Gold Trust worth $2M as of Q2 2026.
  • Moulton Wealth Management sold 17 SPDR Gold Trust shares in Q2 2026, an estimated $7.04K.
  • SPDR Gold Trust made up 1.32% of Moulton Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Moulton Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 22 quarters since.
  • Moulton Wealth Management's SPDR Gold Trust position peaked at $3.97M in Q3 2021.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.