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

Orgel 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
2026 Q2	$1.23M	Hold	3,341	–	–	0.02%	59
2026 Q1	$1.44M	Hold	3,341	–	–	0.03%	45
2025 Q4	$1.32M	Hold	3,341	–	–	0.03%	47
2025 Q3	$1.19M	Buy	3,341 +77	+2%	+$24.5K	0.03%	47
2025 Q2	$995K	Hold	3,264	–	–	0.02%	49
2025 Q1	$940K	Hold	3,264	–	–	0.02%	46
2024 Q4	$790K	Hold	3,264	–	–	0.02%	52
2024 Q3	$793K	Sell	3,264 -236	-7%	-$54K	0.02%	51
2024 Q2	$753K	Buy	3,500 +236	+7%	+$51K	0.02%	49
2024 Q1	$671K	Hold	3,264	–	–	0.02%	48
2023 Q4	$624K	Hold	3,264	–	–	0.02%	50
2023 Q3	$560K	Hold	3,264	–	–	0.02%	50
2023 Q2	$582K	Hold	3,264	–	–	0.02%	51
2023 Q1	$598K	Hold	3,264	–	–	0.02%	48
2022 Q4	$554K	Hold	3,264	–	–	0.02%	51
2022 Q3	$505K	Hold	3,264	–	–	0.02%	46
2022 Q2	$550K	Hold	3,264	–	–	0.03%	39
2022 Q1	$590K	Hold	3,264	–	–	0.04%	31
2021 Q4	$558K	Hold	3,264	–	–	0.05%	31
2021 Q3	$536K	Hold	3,264	–	–	0.06%	30
2021 Q2	$541K	Hold	3,264	–	–	0.07%	30
2021 Q1	$522K	Hold	3,264	–	–	0.07%	27
2020 Q4	$582K	Sell	3,264 -560	-15%	-$98.6K	0.12%	25
2020 Q3	$677K	Hold	3,824	–	–	0.19%	23
2020 Q2	$640K	Hold	3,824	–	–	0.24%	23
2020 Q1	$566K	Hold	3,824	–	–	0.22%	20
2019 Q4	$546K	Hold	3,824	–	–	0.15%	27
2019 Q3	$531K	Hold	3,824	–	–	0.2%	24
2019 Q2	$509K	Sell	3,824 -34	-0.9%	-$4.2K	0.2%	21
2019 Q1	$471K	Sell	3,858 -66	-2%	-$8.13K	0.16%	23
2018 Q4	$476K	Hold	3,924	–	–	0.14%	26
2018 Q3	$442K	Sell	3,924 -7,727	-66%	-$886K	0.19%	24
2018 Q2	$1.38M	Sell	11,651 -113	-1%	-$14K	0.34%	11
2018 Q1	$1.48M	Buy	11,764 +248	+2%	+$31.3K	0.37%	10
2017 Q4	$1.42M	Buy	11,516 +6,252	+119%	+$758K	0.34%	8
2017 Q3	$640K	Buy	5,264 +34	+0.7%	+$4.13K	0.22%	7
2017 Q2	$617K	Buy	5,230 +42	+0.8%	+$5.03K	0.23%	6
2017 Q1	$616K	Buy	5,188 +14	+0.3%	+$1.63K	0.27%	6
2016 Q4	$567K	Sell	5,174 -118	-2%	-$13.7K	0.37%	6
2016 Q3	$665K	Buy	5,292 +40	+0.8%	+$5.09K	0.46%	4
2016 Q2	$664K	Hold	5,252	–	–	0.29%	7
2016 Q1	$618K	Sell	5,252 -130	-2%	-$14.7K	0.39%	7
2015 Q4	$546K	Buy	+5,382	New	+$569K	0.47%	9

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Orgel Wealth Management's GLD Position: Q2 2026 in Review

Orgel Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,341 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #59.

Orgel Wealth Management first reported a position in GLD in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.48M in Q1 2018. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Orgel Wealth Management held 3,341 shares of SPDR Gold Trust worth $1.23M as of Q2 2026.
Orgel Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #59 holding.
Orgel Wealth Management first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 43 quarters since.
Orgel Wealth Management's SPDR Gold Trust position peaked at $1.48M in Q1 2018.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.