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

Perfromance Wealth Partners’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	$257K	Buy	697 +88	+14%	+$36.5K	0.01%	194
2026 Q1	$262K	Buy	+609	New	+$273K	0.01%	177
2024 Q2	–	Sell	-1,517	Closed	-$312K	–	171
2024 Q1	$312K	Hold	1,517	–	–	0.01%	125
2023 Q4	$290K	Hold	1,517	–	–	0.01%	134
2023 Q3	$260K	Hold	1,517	–	–	0.01%	143
2023 Q2	$270K	Sell	1,517 -805	-35%	-$148K	0.01%	151
2023 Q1	$425K	Buy	+2,322	New	+$409K	0.02%	120

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $60.8B AUM 26.63% 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

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

Perfromance Wealth Partners increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $36.5K and bringing the position to 697 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #194.

Perfromance Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 7 quarters since. The position peaked at $425K in Q1 2023. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Perfromance Wealth Partners held 697 shares of SPDR Gold Trust worth $257K as of Q2 2026.
Perfromance Wealth Partners bought 88 SPDR Gold Trust shares in Q2 2026, an estimated $36.5K.
SPDR Gold Trust made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #194 holding.
Perfromance Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 7 quarters since.
Perfromance Wealth Partners's SPDR Gold Trust position peaked at $425K in Q1 2023.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.