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Olympus Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Olympus 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
2025
Q2 		$4.71M Sell
15,439
-881
-5% -$267K 1.58% 11
2025
Q1 		$4.7M Sell
16,320
-27,460
-63% -$7.26M 2.06% 11
2024
Q4 		$10.6M Sell
43,780
-3,887
-8% -$955K 3.86% 6
2024
Q3 		$11.6M Sell
47,667
-793
-2% -$182K 3.98% 6
2024
Q2 		$10.4M Buy
48,460
+19,399
+67% +$4.2M 3.26% 7
2024
Q1 		$5.98M Sell
29,061
-12,875
-31% -$2.47M 3.54% 7
2023
Q4 		$8.02M Sell
41,936
-443
-1% -$81.2K 4.11% 6
2023
Q3 		$7.27M Buy
42,379
+9
+0% +$1.61K 4.16% 6
2023
Q2 		$7.55M Buy
42,370
+168
+0.4% +$30.9K 4.07% 6
2023
Q1 		$7.73M Sell
42,202
-4,020
-9% -$707K 4.25% 6
2022
Q4 		$7.84M Sell
46,222
-14,523
-24% -$2.34M 3.94% 8
2022
Q3 		$9.4M Buy
60,745
+10,526
+21% +$1.69M 4.05% 8
2022
Q2 		$8.46M Sell
50,219
-1,380
-3% -$241K 4.72% 7
2022
Q1 		$9.32M Sell
51,599
-1,142
-2% -$200K 4.51% 8
2021
Q4 		$9.02M Buy
+52,741
New +$8.85M 6.26% 6

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Olympus Wealth Management's GLD Position: Q2 2025 in Review

Olympus Wealth Management reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q2 2025, selling an estimated $267K and leaving 15,439 shares worth $4.71M. The position accounts for 1.58% of the portfolio, ranked #11.

Olympus Wealth Management first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.6M in Q3 2024. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Olympus Wealth Management held 15,439 shares of SPDR Gold Trust worth $4.71M as of Q2 2025.
  • Olympus Wealth Management sold 881 SPDR Gold Trust shares in Q2 2025, an estimated $267K.
  • SPDR Gold Trust made up 1.58% of Olympus Wealth Management's portfolio in Q2 2025, its #11 holding.
  • Olympus Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • Olympus Wealth Management's SPDR Gold Trust position peaked at $11.6M in Q3 2024.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.