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

PCG 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 		$9.14M Buy
24,802
+545
+2% +$226K 2.04% 8
2026
Q1 		$10.4M Sell
24,257
-4,186
-15% -$1.87M 2.64% 5
2025
Q4 		$11.3M Sell
28,443
-6,292
-18% -$2.4M 3.19% 3
2025
Q3 		$12.3M Sell
34,735
-318
-0.9% -$101K 3.6% 4
2025
Q2 		$10.7M Sell
35,053
-6,429
-15% -$1.95M 5.47% 5
2025
Q1 		$12M Buy
41,482
+2,588
+7% +$684K 4.17% 4
2024
Q4 		$9.42M Buy
38,894
+3,670
+10% +$902K 3.48% 6
2024
Q3 		$8.56M Buy
35,224
+2,835
+9% +$649K 3.3% 6
2024
Q2 		$6.96M Sell
32,389
-6,725
-17% -$1.45M 3.03% 6
2024
Q1 		$8.05M Sell
39,114
-2,210
-5% -$424K 3.83% 5
2023
Q4 		$7.9M Buy
41,324
+1,145
+3% +$210K 4.41% 4
2023
Q3 		$6.89M Buy
40,179
+24,932
+164% +$4.46M 4.52% 5
2023
Q2 		$2.72M Buy
15,247
+2,412
+19% +$443K 1.69% 18
2023
Q1 		$2.35M Buy
12,835
+6,265
+95% +$1.1M 1.49% 18
2022
Q4 		$1.11M Sell
6,570
-7,488
-53% -$1.21M 0.71% 35
2022
Q3 		$2.22M Buy
14,058
+6,918
+97% +$1.11M 0.79% 33
2022
Q2 		$1.2M Buy
7,140
+501
+8% +$87.5K 0.86% 25
2022
Q1 		$1.2M Buy
6,639
+599
+10% +$105K 0.76% 33
2021
Q4 		$1.06M Buy
+6,040
New +$1.01M 0.74% 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

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

PCG Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, buying an estimated $226K and bringing the position to 24,802 shares worth $9.14M. The position accounts for 2.04% of the portfolio, ranked #8.

PCG Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • PCG Wealth Advisors held 24,802 shares of SPDR Gold Trust worth $9.14M as of Q2 2026.
  • PCG Wealth Advisors bought 545 SPDR Gold Trust shares in Q2 2026, an estimated $226K.
  • SPDR Gold Trust made up 2.04% of PCG Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • PCG Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • PCG Wealth Advisors's SPDR Gold Trust position peaked at $12.3M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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