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Principle Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Principle Wealth Partners’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 		$1.97M Sell
5,357
-43
-0.8% -$17.8K 0.1% 139
2026
Q1 		$2.32M Buy
5,400
+959
+22% +$429K 0.13% 117
2025
Q4 		$1.76M Buy
4,441
+61
+1% +$23.3K 0.1% 135
2025
Q3 		$1.56M Buy
4,380
+1,660
+61% +$529K 0.09% 134
2025
Q2 		$829K Buy
2,720
+103
+4% +$31.2K 0.05% 175
2025
Q1 		$754K Sell
2,617
-81
-3% -$21.4K 0.05% 182
2024
Q4 		$653K Buy
2,698
+3
+0.1% +$737 0.05% 197
2024
Q3 		$655K Sell
2,695
-45
-2% -$10.3K 0.05% 198
2024
Q2 		$589K Sell
2,740
-690
-20% -$149K 0.04% 199
2024
Q1 		$706K Sell
3,430
-369
-10% -$70.8K 0.06% 185
2023
Q4 		$726K Hold
3,799
– – 0.06% 178
2023
Q3 		$651K Sell
3,799
-112
-3% -$20K 0.07% 177
2023
Q2 		$697K Buy
3,911
+47
+1% +$8.64K 0.07% 170
2023
Q1 		$708K Sell
3,864
-196
-5% -$34.5K 0.08% 161
2022
Q4 		$689K Sell
4,060
-29
-0.7% -$4.67K 0.08% 163
2022
Q3 		$632K Sell
4,089
-782
-16% -$126K 0.06% 162
2022
Q2 		$821K Hold
4,871
– – 0.1% 151
2022
Q1 		$880K Sell
4,871
-281
-5% -$49.3K 0.09% 151
2021
Q4 		$881K Sell
5,152
-7,804
-60% -$1.31M 0.09% 147
2021
Q3 		$2.13M Sell
12,956
-1,118
-8% -$187K 0.25% 85
2021
Q2 		$2.33M Sell
14,074
-413
-3% -$70.2K 0.26% 79
2021
Q1 		$2.32M Buy
14,487
+1,225
+9% +$206K 0.27% 77
2020
Q4 		$2.37M Buy
13,262
+11,463
+637% +$2.02M 0.31% 67
2020
Q3 		$319K Buy
1,799
+1,442
+404% +$259K 0.09% 116
2020
Q2 		$60K Buy
+357
New +$57.6K 0.02% 259

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

Principle Wealth Partners's GLD Position: Q2 2026 in Review

Principle Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 0.8% in Q2 2026, selling an estimated $17.8K and leaving 5,357 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #139.

Principle Wealth Partners first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q4 2020. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Principle Wealth Partners held 5,357 shares of SPDR Gold Trust worth $1.97M as of Q2 2026.
  • Principle Wealth Partners sold 43 SPDR Gold Trust shares in Q2 2026, an estimated $17.8K.
  • SPDR Gold Trust made up 0.1% of Principle Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Principle Wealth Partners first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's SPDR Gold Trust position peaked at $2.37M in Q4 2020.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.