Net Worth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Net Worth Advisory Group’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	$865K	Sell	2,348 -5,768	-71%	-$2.39M	0.22%	101
2026 Q1	$3.49M	Sell	8,116 -431	-5%	-$193K	0.72%	25
2025 Q4	$3.39M	Buy	8,547 +4,912	+135%	+$1.88M	0.68%	30
2025 Q3	$1.29M	Sell	3,635 -5,595	-61%	-$1.78M	0.37%	52
2025 Q2	$2.81M	Buy	9,230 +5,391	+140%	+$1.63M	0.62%	28
2025 Q1	$1.11M	Buy	3,839 +56	+1%	+$14.8K	0.35%	41
2024 Q4	$916K	Sell	3,783 -169	-4%	-$41.5K	0.28%	64
2024 Q3	$961K	Buy	+3,952	New	+$905K	0.29%	59

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

Net Worth Advisory Group's GLD Position: Q2 2026 in Review

Net Worth Advisory Group reduced its SPDR Gold Trust (GLD) stake by 71% in Q2 2026, selling an estimated $2.39M and leaving 2,348 shares worth $865K. The position accounts for 0.22% of the portfolio, ranked #101.

Net Worth Advisory Group first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.49M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Net Worth Advisory Group held 2,348 shares of SPDR Gold Trust worth $865K as of Q2 2026.
Net Worth Advisory Group sold 5,768 SPDR Gold Trust shares in Q2 2026, an estimated $2.39M.
SPDR Gold Trust made up 0.22% of Net Worth Advisory Group's portfolio in Q2 2026, its #101 holding.
Net Worth Advisory Group first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's SPDR Gold Trust position peaked at $3.49M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.