Private Wealth Asset Management’s SPDR Gold Trust GLD Stock Holding History

Private Wealth Asset Management’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	$1.38M	Sell	3,758 -1,402	-27%	-$581K	0.13%	105
2026 Q1	$2.22M	Sell	5,160 -688	-12%	-$308K	0.24%	70
2025 Q4	$2.32M	Sell	5,848 -4	-0.1%	-$1.53K	0.25%	64
2025 Q3	$2.08M	Sell	5,852 -746	-11%	-$238K	0.25%	65
2025 Q2	$2.01M	Sell	6,598 -63	-0.9%	-$19.1K	0.27%	64
2025 Q1	$1.92M	Buy	+6,661	New	+$1.76M	0.28%	62

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

Private Wealth Asset Management's GLD Position: Q2 2026 in Review

Private Wealth Asset Management reduced its SPDR Gold Trust (GLD) stake by 27% in Q2 2026, selling an estimated $581K and leaving 3,758 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #105.

Private Wealth Asset Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.32M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Private Wealth Asset Management held 3,758 shares of SPDR Gold Trust worth $1.38M as of Q2 2026.
Private Wealth Asset Management sold 1,402 SPDR Gold Trust shares in Q2 2026, an estimated $581K.
SPDR Gold Trust made up 0.13% of Private Wealth Asset Management's portfolio in Q2 2026, its #105 holding.
Private Wealth Asset Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's SPDR Gold Trust position peaked at $2.32M in Q4 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.