Pension & Wealth Management Advisors’s SPDR Gold Trust GLD Stock Holding History

Pension & Wealth Management 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	$269K	Buy	729 +500	+218%	+$207K	0.07%	153
2026 Q1	$98.6K	Buy	229 +4	+2%	+$1.79K	0.03%	239
2025 Q4	$89.5K	Sell	225 -19	-8%	-$7.26K	0.03%	244
2025 Q3	$87K	Sell	244 -158	-39%	-$50.4K	0.03%	224
2025 Q2	$123K	Buy	402 +177	+79%	+$53.6K	0.04%	179
2025 Q1	$65K	Hold	225	–	–	0.02%	234
2024 Q4	$54.7K	Sell	225 -1	-0.4%	-$246	0.02%	251
2024 Q3	$55.2K	Sell	226 -79	-26%	-$18.1K	0.03%	213
2024 Q2	$65.7K	Buy	305 +225	+281%	+$48.7K	0.04%	185
2024 Q1	$16.5K	Buy	+80	New	+$15.4K	0.01%	255

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's GLD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its SPDR Gold Trust (GLD) stake by 218% in Q2 2026, buying an estimated $207K and bringing the position to 729 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #153.

Pension & Wealth Management Advisors first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Pension & Wealth Management Advisors held 729 shares of SPDR Gold Trust worth $269K as of Q2 2026.
Pension & Wealth Management Advisors bought 500 SPDR Gold Trust shares in Q2 2026, an estimated $207K.
SPDR Gold Trust made up 0.07% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #153 holding.
Pension & Wealth Management Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.