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Portside Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Portside Wealth Group’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
2025
Q4 		– Sell
-2,000
Closed -$711K – 484
2025
Q3 		$711K Buy
+2,000
New +$637K 0.1% 208

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Portside Wealth Group's GLD Position: Q2 2026 in Review

Portside Wealth Group increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,105 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #342.

Portside Wealth Group first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Portside Wealth Group held 1,105 shares of SPDR Gold Trust worth $407K as of Q2 2026.
  • Portside Wealth Group bought 108 SPDR Gold Trust shares in Q2 2026, an estimated $44.7K.
  • SPDR Gold Trust made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #342 holding.
  • Portside Wealth Group first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Portside Wealth Group's SPDR Gold Trust position peaked at $429K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.