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Outlook Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Outlook Wealth Advisors’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 		$1.39M Buy
3,781
+514
+16% +$213K 0.3% 73
2026
Q1 		$1.41M Buy
3,267
+644
+25% +$288K 0.34% 65
2025
Q4 		$1.04M Buy
2,623
+424
+19% +$162K 0.24% 84
2025
Q3 		$782K Sell
2,199
-273
-11% -$87K 0.19% 108
2025
Q2 		$754K Buy
2,472
+46
+2% +$13.9K 0.19% 102
2025
Q1 		$699K Buy
2,426
+24
+1% +$6.35K 0.19% 103
2024
Q4 		$582K Sell
2,402
-32
-1% -$7.86K 0.17% 122
2024
Q3 		$592K Buy
2,434
+508
+26% +$116K 0.17% 120
2024
Q2 		$414K Sell
1,926
-696
-27% -$151K 0.13% 156
2024
Q1 		$539K Sell
2,622
-76
-3% -$14.6K 0.17% 131
2023
Q4 		$516K Buy
2,698
+479
+22% +$87.8K 0.18% 120
2023
Q3 		$380K Buy
2,219
+186
+9% +$33.3K 0.15% 144
2023
Q2 		$362K Buy
2,033
+337
+20% +$61.9K 0.14% 147
2023
Q1 		$311K Buy
+1,696
New +$298K 0.14% 150
2022
Q2 		– Sell
-9,571
Closed -$1.73M – 194
2022
Q1 		$1.73M Buy
9,571
+7,850
+456% +$1.38M 0.58% 36
2021
Q4 		$294K Sell
1,721
-15
-0.9% -$2.52K 0.09% 171
2021
Q3 		$285K Buy
1,736
+2
+0.1% +$335 0.09% 181
2021
Q2 		$287K Sell
1,734
-8
-0.5% -$1.36K 0.09% 183
2021
Q1 		$279K Sell
1,742
-7,818
-82% -$1.31M 0.1% 173
2020
Q4 		$1.71M Sell
9,560
-259
-3% -$45.6K 0.62% 41
2020
Q3 		$1.74M Sell
9,819
-1,507
-13% -$271K 0.69% 32
2020
Q2 		$1.9M Buy
11,326
+2,425
+27% +$391K 0.8% 31
2020
Q1 		$1.32M Sell
8,901
-89
-1% -$13.3K 0.74% 35
2019
Q4 		$1.28M Buy
+8,990
New +$1.26M 0.72% 31

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

Outlook Wealth Advisors's GLD Position: Q2 2026 in Review

Outlook Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $213K and bringing the position to 3,781 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #73.

Outlook Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.9M in Q2 2020. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Outlook Wealth Advisors held 3,781 shares of SPDR Gold Trust worth $1.39M as of Q2 2026.
  • Outlook Wealth Advisors bought 514 SPDR Gold Trust shares in Q2 2026, an estimated $213K.
  • SPDR Gold Trust made up 0.3% of Outlook Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Outlook Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 24 quarters since.
  • Outlook Wealth Advisors's SPDR Gold Trust position peaked at $1.9M in Q2 2020.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.