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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
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
RT
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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. 925 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.
  • 925 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.