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Provenance Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Provenance Wealth Advisors’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 		$937K Hold
2,543
– – 0.09% 49
2026
Q1 		$1.09M Hold
2,543
– – 0.12% 39
2025
Q4 		$1.01M Buy
2,543
+249
+11% +$95.1K 0.11% 42
2025
Q3 		$815K Hold
2,294
– – 0.11% 45
2025
Q2 		$699K Hold
2,294
– – 0.1% 50
2025
Q1 		$661K Hold
2,294
– – 0.1% 52
2024
Q4 		$555K Sell
2,294
-12
-0.5% -$2.95K 0.07% 80
2024
Q3 		$560K Buy
2,306
+12
+0.5% +$2.75K 0.07% 92
2024
Q2 		$493K Hold
2,294
– – 0.07% 86
2024
Q1 		$472K Hold
2,294
– – 0.07% 89
2023
Q4 		$439K Buy
2,294
+50
+2% +$9.16K 0.06% 91
2023
Q3 		$385K Buy
+2,244
New +$401K 0.06% 85

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Provenance Wealth Advisors's GLD Position: Q2 2026 in Review

Provenance Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,543 shares worth $937K. The position accounts for 0.09% of the portfolio, ranked #49.

Provenance Wealth Advisors first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2026. 1,269 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Provenance Wealth Advisors held 2,543 shares of SPDR Gold Trust worth $937K as of Q2 2026.
  • Provenance Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.09% of Provenance Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Provenance Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's SPDR Gold Trust position peaked at $1.09M in Q1 2026.
  • 1,269 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.