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

Primoris 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 		$525K Sell
1,425
-2,695
-65% -$1.12M 0.24% 77
2026
Q1 		$1.77M Sell
4,120
-3,202
-44% -$1.43M 1.24% 26
2025
Q4 		$2.9M Buy
7,322
+5,910
+419% +$2.26M 1.74% 20
2025
Q3 		$502K Sell
1,412
-12,655
-90% -$4.03M 0.32% 66
2025
Q2 		$4.29M Buy
14,067
+12,155
+636% +$3.68M 2.93% 9
2025
Q1 		$558K Buy
1,912
+199
+12% +$52.6K 0.43% 56
2024
Q4 		$415K Sell
1,713
-14,462
-89% -$3.55M 0.32% 61
2024
Q3 		$3.93M Buy
16,175
+2,095
+15% +$480K 2.85% 10
2024
Q2 		$3.03M Buy
14,080
+2,240
+19% +$484K 2.42% 13
2024
Q1 		$2.44M Sell
11,840
-2,100
-15% -$403K 1.95% 17
2023
Q4 		$2.66M Buy
13,940
+1,980
+17% +$363K 2.51% 13
2023
Q3 		$2.05M Sell
11,960
-1,795
-13% -$321K 2.48% 14
2023
Q2 		$2.45M Sell
13,755
-100
-0.7% -$18.4K 2.69% 12
2023
Q1 		$2.54M Buy
13,855
+10,100
+269% +$1.78M 3.12% 8
2022
Q4 		$637K Sell
3,755
-1,375
-27% -$221K 0.98% 27
2022
Q3 		$794K Buy
5,130
+680
+15% +$109K 1.42% 21
2022
Q2 		$749K Buy
+4,450
New +$777K 1.08% 31

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

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

Primoris Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 65% in Q2 2026, selling an estimated $1.12M and leaving 1,425 shares worth $525K. The position accounts for 0.24% of the portfolio, ranked #77.

Primoris Wealth Advisors first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.29M in Q2 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Primoris Wealth Advisors held 1,425 shares of SPDR Gold Trust worth $525K as of Q2 2026.
  • Primoris Wealth Advisors sold 2,695 SPDR Gold Trust shares in Q2 2026, an estimated $1.12M.
  • SPDR Gold Trust made up 0.24% of Primoris Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Primoris Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Primoris Wealth Advisors's SPDR Gold Trust position peaked at $4.29M in Q2 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.