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

Partners 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 		$303K Sell
821
-40
-5% -$16.6K 0.3% 77
2026
Q1 		$371K Buy
861
+210
+32% +$94K 0.38% 68
2025
Q4 		$258K Sell
651
-403
-38% -$154K 0.27% 91
2025
Q3 		$375K Buy
1,054
+50
+5% +$15.9K 0.37% 76
2025
Q2 		$289K Buy
1,004
+82
+9% +$24.8K 0.33% 84
2025
Q1 		$266K Hold
922
– – 0.3% 90
2024
Q4 		$223K Buy
+922
New +$227K 0.25% 97

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

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

Partners Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.6% in Q2 2026, selling an estimated $16.6K and leaving 821 shares worth $303K. The position accounts for 0.3% of the portfolio, ranked #77.

Partners Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Partners Wealth Management held 821 shares of SPDR Gold Trust worth $303K as of Q2 2026.
  • Partners Wealth Management sold 40 SPDR Gold Trust shares in Q2 2026, an estimated $16.6K.
  • SPDR Gold Trust made up 0.3% of Partners Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Partners Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's SPDR Gold Trust position peaked at $375K in Q3 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.