Mowery & Schoenfeld Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Mowery & Schoenfeld 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	$75.5K	Sell	205 -70	-25%	-$29K	0.1%	111
2026 Q1	$118K	Hold	275	–	–	0.18%	83
2025 Q4	$109K	Hold	275	–	–	0.16%	87
2025 Q3	$97.8K	Sell	275 -30	-10%	-$9.56K	0.17%	86
2025 Q2	$93K	Hold	305	–	–	0.14%	83
2025 Q1	$87.9K	Sell	305 -3,646	-92%	-$964K	0.17%	88
2024 Q4	$957K	Buy	3,951 +3,874	+5,031%	+$952K	1.86%	10
2024 Q3	$18.7K	Buy	77 +19	+33%	+$4.35K	0.03%	153
2024 Q2	$12.5K	Buy	+58	New	+$12.5K	0.02%	164

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GLD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, selling an estimated $29K and leaving 205 shares worth $75.5K. The position accounts for 0.1% of the portfolio, ranked #111.

Mowery & Schoenfeld Wealth Management first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $957K in Q4 2024. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 205 shares of SPDR Gold Trust worth $75.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management sold 70 SPDR Gold Trust shares in Q2 2026, an estimated $29K.
SPDR Gold Trust made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #111 holding.
Mowery & Schoenfeld Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's SPDR Gold Trust position peaked at $957K in Q4 2024.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.