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

Palumbo 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 		$15.6M Sell
42,380
-684
-2% -$283K 3.27% 6
2026
Q1 		$18.5M Sell
43,064
-513
-1% -$230K 4.52% 3
2025
Q4 		$17.3M Sell
43,577
-22
-0.1% -$8.4K 4.26% 5
2025
Q3 		$15.5M Sell
43,599
-8,962
-17% -$2.86M 4.95% 2
2025
Q2 		$16M Sell
52,561
-1,276
-2% -$386K 4.96% 3
2025
Q1 		$15.5M Sell
53,837
-361
-0.7% -$95.5K 5.19% 3
2024
Q4 		$13.1M Sell
54,198
-43
-0.1% -$10.6K 4.9% 3
2024
Q3 		$13.2M Sell
54,241
-1,690
-3% -$387K 5.13% 2
2024
Q2 		$12M Sell
55,931
-7,299
-12% -$1.58M 5.08% 2
2024
Q1 		$13M Buy
63,230
+1,128
+2% +$216K 5.82% 2
2023
Q4 		$11.9M Buy
62,102
+703
+1% +$129K 6.07% 2
2023
Q3 		$10.5M Buy
61,399
+6,198
+11% +$1.11M 5.79% 5
2023
Q2 		$9.84M Buy
55,201
+3,040
+6% +$559K 6.02% 5
2023
Q1 		$9.56M Buy
52,161
+2,145
+4% +$377K 6.36% 4
2022
Q4 		$8.48M Sell
50,016
-196
-0.4% -$31.6K 6.75% 3
2022
Q3 		$7.77M Sell
50,212
-4
-0% -$643 6.57% 2
2022
Q2 		$8.46M Sell
50,216
-1,440
-3% -$251K 6.72% 3
2022
Q1 		$9.33M Sell
51,656
-1,946
-4% -$341K 6% 3
2021
Q4 		$9.16M Sell
53,602
-5,303
-9% -$890K 5.74% 5
2021
Q3 		$9.67M Buy
58,905
+1,126
+2% +$188K 6.38% 5
2021
Q2 		$9.57M Buy
57,779
+7,351
+15% +$1.25M 6.42% 5
2021
Q1 		$8.07M Buy
50,428
+2,344
+5% +$394K 6.08% 7
2020
Q4 		$8.58M Buy
+48,084
New +$8.47M 6.92% 5

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

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

Palumbo Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, selling an estimated $283K and leaving 42,380 shares worth $15.6M. The position accounts for 3.27% of the portfolio, ranked #6.

Palumbo Wealth Management first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.5M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Palumbo Wealth Management held 42,380 shares of SPDR Gold Trust worth $15.6M as of Q2 2026.
  • Palumbo Wealth Management sold 684 SPDR Gold Trust shares in Q2 2026, an estimated $283K.
  • SPDR Gold Trust made up 3.27% of Palumbo Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Palumbo Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's SPDR Gold Trust position peaked at $18.5M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.