Proactive Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Proactive Wealth Strategies’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	$500K	Sell	1,358 -200	-13%	-$82.9K	0.08%	151
2026 Q1	$670K	Buy	1,558 +381	+32%	+$171K	0.13%	121
2025 Q4	$466K	Buy	1,177 +209	+22%	+$79.8K	0.18%	99
2025 Q3	$344K	Hold	968	–	–	0.15%	110
2025 Q2	$295K	Sell	968 -3,609	-79%	-$1.09M	0.14%	111
2025 Q1	$1.32M	Sell	4,577 -9,676	-68%	-$2.56M	0.7%	49
2024 Q4	$3.45M	Buy	14,253 +2,302	+19%	+$566K	1.8%	12
2024 Q3	$2.9M	Buy	+11,951	New	+$2.74M	1.61%	15

Other funds holding GLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Proactive Wealth Strategies's GLD Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, selling an estimated $82.9K and leaving 1,358 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #151.

Proactive Wealth Strategies first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.45M in Q4 2024. 2,182 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Proactive Wealth Strategies held 1,358 shares of SPDR Gold Trust worth $500K as of Q2 2026.
Proactive Wealth Strategies sold 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
SPDR Gold Trust made up 0.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #151 holding.
Proactive Wealth Strategies first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's SPDR Gold Trust position peaked at $3.45M in Q4 2024.
2,182 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.