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

ORG 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 		$29.8K Hold
81
– – ﹤0.01% 400
2026
Q1 		$34.9K Hold
81
– – 0.01% 359
2025
Q4 		$32.1K Hold
81
– – 0.01% 350
2025
Q3 		$28.8K Hold
81
– – 0.01% 355
2025
Q2 		$24.9K Hold
81
– – 0.01% 398
2025
Q1 		$23.3K Sell
81
-100
-55% -$26.4K 0.01% 426
2024
Q4 		$43.8K Sell
181
-10
-5% -$2.46K 0.01% 257
2024
Q3 		$46.4K Buy
+191
New +$43.7K 0.02% 250

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

ORG Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 81 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

ORG Wealth Partners first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.4K in Q3 2024. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • ORG Wealth Partners held 81 shares of SPDR Gold Trust worth $29.8K as of Q2 2026.
  • ORG Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #400 holding.
  • ORG Wealth Partners first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's SPDR Gold Trust position peaked at $46.4K in Q3 2024.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.