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Private Wealth Advisors (California)’s SPDR Gold Trust GLD Stock Holding History

Private Wealth Advisors (California)’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 		$24.2M Sell
65,631
-64,714
-50% -$26.8M 6.18% 2
2026
Q1 		$56.1M Buy
130,345
+62,898
+93% +$28.2M 15.77% 1
2025
Q4 		$26.7M Sell
67,447
-3,361
-5% -$1.28M 8.54% 2
2025
Q3 		$25.2M Sell
70,808
-1,332
-2% -$424K 8.46% 2
2025
Q2 		$22M Sell
72,140
-914
-1% -$277K 8.07% 1
2025
Q1 		$21M Sell
73,054
-1,171
-2% -$310K 7.61% 2
2024
Q4 		$18M Sell
74,225
-2,516
-3% -$618K 7.05% 1
2024
Q3 		$18.8M Sell
76,741
-867
-1% -$199K 7.22% 1
2024
Q2 		$16.7M Sell
77,608
-2,790
-3% -$603K 6.44% 1
2024
Q1 		$16.5M Sell
80,398
-22,845
-22% -$4.38M 6.73% 1
2023
Q4 		$19.7M Sell
103,243
-1,323
-1% -$242K 7.7% 1
2023
Q3 		$17.9M Sell
104,566
-799
-0.8% -$143K 7.58% 2
2023
Q2 		$18.8M Sell
105,365
-825
-0.8% -$152K 7.67% 1
2023
Q1 		$19.5M Sell
106,190
-3,777
-3% -$665K 8.18% 1
2022
Q4 		$18.7M Sell
109,967
-340
-0.3% -$54.8K 6.28% 2
2022
Q3 		$17.1M Sell
110,307
-377
-0.3% -$60.6K 7.94% 2
2022
Q2 		$18.4M Sell
110,684
-40
-0% -$6.99K 6.8% 1
2022
Q1 		$20M Buy
110,724
+811
+0.7% +$142K 6.38% 2
2021
Q4 		$18.8M Sell
109,913
-8,651
-7% -$1.45M 4.02% 7
2021
Q3 		$19.8M Sell
118,564
-57,638
-33% -$9.65M 4.73% 3
2021
Q2 		$29.2M Buy
176,202
+1,361
+0.8% +$231K 8.95% 2
2021
Q1 		$28M Buy
174,841
+25,176
+17% +$4.23M 9.48% 2
2020
Q4 		$25.9M Buy
149,665
+7,563
+5% +$1.33M 8.96% 3
2020
Q3 		$25.2M Sell
142,102
-4,946
-3% -$889K 13.03% 1
2020
Q2 		$24.6M Buy
147,048
+98,333
+202% +$15.9M 17.14% 1
2020
Q1 		$7.21M Buy
48,715
+17,187
+55% +$2.56M 5.91% 5
2019
Q4 		$4.5M Buy
+31,528
New +$4.41M 2.59% 13

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

Private Wealth Advisors (California)'s GLD Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, selling an estimated $26.8M and leaving 65,631 shares worth $24.2M. The position accounts for 6.18% of the portfolio, ranked #2.

Private Wealth Advisors (California) first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $56.1M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Private Wealth Advisors (California) held 65,631 shares of SPDR Gold Trust worth $24.2M as of Q2 2026.
  • Private Wealth Advisors (California) sold 64,714 SPDR Gold Trust shares in Q2 2026, an estimated $26.8M.
  • SPDR Gold Trust made up 6.18% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #2 holding.
  • Private Wealth Advisors (California) first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Private Wealth Advisors (California)'s SPDR Gold Trust position peaked at $56.1M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.