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One Charles Private Wealth Services’s SPDR Gold Trust GLD Stock Holding History

One Charles Private Wealth Services’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 		$1.13M Buy
3,069
+3
+0.1% +$1.24K 0.26% 66
2026
Q1 		$1.32M Buy
3,066
+141
+5% +$63.1K 0.33% 58
2025
Q4 		$1.16M Hold
2,925
– – 0.3% 59
2025
Q3 		$1.04M Hold
2,925
– – 0.27% 61
2025
Q2 		$892K Buy
2,925
+900
+44% +$273K 0.25% 62
2025
Q1 		$583K Hold
2,025
– – 0.19% 66
2024
Q4 		$490K Hold
2,025
– – 0.16% 77
2024
Q3 		$492K Sell
2,025
-53
-3% -$12.1K 0.19% 78
2024
Q2 		$447K Buy
2,078
+455
+28% +$98.4K 0.19% 83
2024
Q1 		$334K Hold
1,623
– – 0.15% 99
2023
Q4 		$310K Sell
1,623
-34
-2% -$6.23K 0.16% 100
2023
Q3 		$284K Sell
1,657
-119
-7% -$21.3K 0.17% 93
2023
Q2 		$317K Hold
1,776
– – 0.18% 89
2023
Q1 		$325K Sell
1,776
-146
-8% -$25.7K 0.2% 86
2022
Q4 		$326K Hold
1,922
– – 0.21% 83
2022
Q3 		$297K Buy
1,922
+159
+9% +$25.6K 0.2% 86
2022
Q2 		$285K Buy
1,763
+262
+17% +$45.8K 0.19% 92
2022
Q1 		$271K Buy
1,501
+56
+4% +$9.82K 0.17% 95
2021
Q4 		$247K Hold
1,445
– – 0.14% 106
2021
Q3 		$237K Buy
1,445
+135
+10% +$22.6K 0.14% 110
2021
Q2 		$217K Hold
1,310
– – 0.15% 105
2021
Q1 		$210K Sell
1,310
-123
-9% -$20.7K 0.96% 33
2020
Q4 		$256K Buy
+1,433
New +$252K 2.43% 17

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

One Charles Private Wealth Services's GLD Position: Q2 2026 in Review

One Charles Private Wealth Services increased its SPDR Gold Trust (GLD) stake by 0.1% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,069 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #66.

One Charles Private Wealth Services first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • One Charles Private Wealth Services held 3,069 shares of SPDR Gold Trust worth $1.13M as of Q2 2026.
  • One Charles Private Wealth Services bought 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
  • SPDR Gold Trust made up 0.26% of One Charles Private Wealth Services's portfolio in Q2 2026, its #66 holding.
  • One Charles Private Wealth Services first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • One Charles Private Wealth Services's SPDR Gold Trust position peaked at $1.32M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.