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

Portus 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	–	Sell	-14	Closed	-$6.18K	–	235
2026 Q1	$6.18K	Buy	+14	New	+$6.27K	0.01%	159

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

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

Portus Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 14 shares — an estimated $6.18K sold.

Portus Wealth Advisors first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $6.18K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Portus Wealth Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 14 SPDR Gold Trust shares in Q2 2026, an estimated $6.18K.
Portus Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's SPDR Gold Trust position peaked at $6.18K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.