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NerdWallet Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

NerdWallet Wealth Partners’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 		$1.01M Sell
2,746
-106
-4% -$43.9K 0.35% 30
2026
Q1 		$1.23M Sell
2,852
-31
-1% -$13.9K 0.54% 21
2025
Q4 		$1.14M Sell
2,883
-24
-0.8% -$9.17K 0.51% 28
2025
Q3 		$1.03M Buy
+2,907
New +$926K 0.51% 27

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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

NerdWallet Wealth Partners's GLD Position: Q2 2026 in Review

NerdWallet Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 3.7% in Q2 2026, selling an estimated $43.9K and leaving 2,746 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #30.

NerdWallet Wealth Partners first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 1,319 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • NerdWallet Wealth Partners held 2,746 shares of SPDR Gold Trust worth $1.01M as of Q2 2026.
  • NerdWallet Wealth Partners sold 106 SPDR Gold Trust shares in Q2 2026, an estimated $43.9K.
  • SPDR Gold Trust made up 0.35% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • NerdWallet Wealth Partners first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • NerdWallet Wealth Partners's SPDR Gold Trust position peaked at $1.23M in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.