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Potentia Wealth’s SPDR Gold Trust GLD Stock Holding History

Potentia Wealth’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 		$765K Buy
2,077
+35
+2% +$14.5K 0.31% 38
2026
Q1 		$879K Buy
2,042
+10
+0.5% +$4.48K 0.34% 40
2025
Q4 		$805K Sell
2,032
-14
-0.7% -$5.35K 0.3% 41
2025
Q3 		$727K Sell
2,046
-22
-1% -$7.01K 0.28% 45
2025
Q2 		$630K Buy
2,068
+16
+0.8% +$4.84K 0.36% 31
2025
Q1 		$591K Hold
2,052
– – 0.28% 46
2024
Q4 		$497K Buy
+2,052
New +$504K 0.22% 59

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

Potentia Wealth's GLD Position: Q2 2026 in Review

Potentia Wealth increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,077 shares worth $765K. The position accounts for 0.31% of the portfolio, ranked #38.

Potentia Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $879K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Potentia Wealth held 2,077 shares of SPDR Gold Trust worth $765K as of Q2 2026.
  • Potentia Wealth bought 35 SPDR Gold Trust shares in Q2 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.31% of Potentia Wealth's portfolio in Q2 2026, its #38 holding.
  • Potentia Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's SPDR Gold Trust position peaked at $879K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.