MPWM Advisory Solutions’s SPDR Gold Trust GLD Stock Holding History

MPWM Advisory Solutions’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	$588K	Sell	1,597 -186	-10%	-$77.1K	0.27%	56
2026 Q1	$767K	Buy	1,783 +131	+8%	+$58.7K	0.41%	44
2025 Q4	$655K	Buy	1,652 +767	+87%	+$293K	0.36%	47
2025 Q3	$315K	Buy	885 +99	+13%	+$31.5K	0.19%	72
2025 Q2	$240K	Sell	786 -364	-32%	-$110K	0.15%	76
2025 Q1	$331K	Sell	1,150 -72	-6%	-$19K	0.24%	52
2024 Q4	$296K	Buy	+1,222	New	+$300K	0.22%	57

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

MPWM Advisory Solutions's GLD Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $77.1K and leaving 1,597 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #56.

MPWM Advisory Solutions first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

MPWM Advisory Solutions held 1,597 shares of SPDR Gold Trust worth $588K as of Q2 2026.
MPWM Advisory Solutions sold 186 SPDR Gold Trust shares in Q2 2026, an estimated $77.1K.
SPDR Gold Trust made up 0.27% of MPWM Advisory Solutions's portfolio in Q2 2026, its #56 holding.
MPWM Advisory Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's SPDR Gold Trust position peaked at $767K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.