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

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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. 1,143 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.
1,143 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.