Principia Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

Principia Wealth Advisory’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	$303K	Buy	822 +1	+0.1%	+$414	0.15%	63
2026 Q1	$353K	Sell	821 -10	-1%	-$4.48K	0.2%	57
2025 Q4	$329K	Sell	831 -25	-3%	-$9.55K	0.21%	56
2025 Q3	$304K	Sell	856 -21	-2%	-$6.69K	0.21%	59
2025 Q2	$267K	Sell	877 -40	-4%	-$12.1K	0.23%	53
2025 Q1	$262K	Sell	917 -76	-8%	-$20.1K	0.25%	41
2024 Q4	$240K	Buy	+993	New	+$244K	0.23%	42

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

Principia Wealth Advisory's GLD Position: Q2 2026 in Review

Principia Wealth Advisory increased its SPDR Gold Trust (GLD) stake by 0.12% in Q2 2026, buying an estimated $414 and bringing the position to 822 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #63.

Principia Wealth Advisory first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Principia Wealth Advisory held 822 shares of SPDR Gold Trust worth $303K as of Q2 2026.
Principia Wealth Advisory bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
SPDR Gold Trust made up 0.15% of Principia Wealth Advisory's portfolio in Q2 2026, its #63 holding.
Principia Wealth Advisory first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's SPDR Gold Trust position peaked at $353K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.