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	Buy	29,838 +29,757	+36,737%	+$12.3M	﹤0.01%	436
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

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

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

ORG Wealth Partners increased its SPDR Gold Trust (GLD) stake by 36,737% in Q2 2026, buying an estimated $12.3M and bringing the position to 29,838 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

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. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

ORG Wealth Partners held 29,838 shares of SPDR Gold Trust worth $29.8K as of Q2 2026.
ORG Wealth Partners bought 29,757 SPDR Gold Trust shares in Q2 2026, an estimated $12.3M.
SPDR Gold Trust made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #436 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.
1,128 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.