Prestige Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Prestige Wealth Management 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 Q2	–	Sell	-100	Closed	-$28.8K	–	1033
2025 Q1	$28.8K	Hold	100	–	–	0.01%	310
2024 Q4	$24.2K	Hold	100	–	–	0.01%	334
2024 Q3	$24.3K	Hold	100	–	–	0.01%	326
2024 Q2	$21.5K	Sell	100 -8	-7%	-$1.73K	﹤0.01%	311
2024 Q1	$22.2K	Hold	108	–	–	﹤0.01%	335
2023 Q4	$20.6K	Sell	108 -24	-18%	-$4.4K	﹤0.01%	334
2023 Q3	$22.6K	Hold	132	–	–	0.01%	323
2023 Q2	$23.5K	Hold	132	–	–	0.01%	349
2023 Q1	$24.2K	Hold	132	–	–	0.01%	317
2022 Q4	$22.4K	Hold	132	–	–	0.01%	341
2022 Q3	$20K	Hold	132	–	–	0.01%	316
2022 Q2	$22K	Hold	132	–	–	0.01%	313
2022 Q1	$24K	Hold	132	–	–	0.01%	321
2021 Q4	$23K	Hold	132	–	–	0.01%	358
2021 Q3	$22K	Hold	132	–	–	0.01%	358
2021 Q2	$22K	Hold	132	–	–	0.01%	349
2021 Q1	$21K	Hold	132	–	–	0.01%	353
2020 Q4	$24K	Hold	132	–	–	0.01%	328
2020 Q3	$23K	Hold	132	–	–	0.01%	326
2020 Q2	$22K	Hold	132	–	–	0.01%	316
2020 Q1	$20K	Sell	132 -105	-44%	-$15.6K	0.01%	277
2019 Q4	$34K	Sell	237 -4,763	-95%	-$666K	0.02%	232
2019 Q3	$694K	Buy	5,000 +4,792	+2,304%	+$666K	0.41%	40
2019 Q2	$28K	Hold	208	–	–	0.02%	232
2019 Q1	$25K	Hold	208	–	–	0.02%	249
2018 Q4	$25K	Buy	+208	New	+$24.2K	0.02%	275

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prestige Wealth Management Group's GLD Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 100 shares — an estimated $28.8K sold.

Prestige Wealth Management Group first reported a position in GLD in Q4 2018 and held it in 26 quarters. The position peaked at $694K in Q3 2019. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Prestige Wealth Management Group reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 100 SPDR Gold Trust shares in Q2 2025, an estimated $28.8K.
Prestige Wealth Management Group first reported a position in SPDR Gold Trust in Q4 2018 and held it in 26 quarters.
Prestige Wealth Management Group's SPDR Gold Trust position peaked at $694K in Q3 2019.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.