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QP Wealth Management’s SPDR Gold Trust GLD Stock Holding History

QP Wealth 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 		$528K Sell
1,432
-34
-2% -$14.1K 0.75% 37
2026
Q1 		$631K Sell
1,466
-1,504
-51% -$674K 1.08% 29
2025
Q4 		$1.18M Buy
+2,970
New +$1.13M 1.04% 26
2023
Q3 		$855K Sell
4,985
-230
-4% -$41.1K 1.49% 24
2023
Q2 		$930K Sell
5,215
-730
-12% -$134K 1.47% 23
2023
Q1 		$1.09M Sell
5,945
-1,310
-18% -$231K 1.78% 22
2022
Q4 		$1.23M Sell
7,255
-3,835
-35% -$618K 1.92% 18
2022
Q3 		$1.72M Sell
11,090
-505
-4% -$81.2K 2.47% 15
2022
Q2 		$1.95M Buy
11,595
+30
+0.3% +$5.24K 2.68% 13
2022
Q1 		$2.09M Sell
11,565
-200
-2% -$35.1K 2.33% 14
2021
Q4 		$2.01M Sell
11,765
-34
-0.3% -$5.71K 2.13% 15
2021
Q3 		$1.94M Sell
11,799
-200
-2% -$33.5K 2.08% 18
2021
Q2 		$1.99M Buy
11,999
+184
+2% +$31.3K 2.03% 18
2021
Q1 		$1.89M Buy
11,815
+5
+0% +$840 2.06% 18
2020
Q4 		$2.11M Buy
11,810
+188
+2% +$33.1K 2.32% 15
2020
Q3 		$2.06M Buy
11,622
+893
+8% +$160K 2.63% 14
2020
Q2 		$1.8M Buy
10,729
+1,320
+14% +$213K 2.48% 15
2020
Q1 		$1.54M Buy
9,409
+100
+1% +$14.9K 2.23% 18
2019
Q4 		$1.38M Buy
+9,309
New +$1.3M 1.68% 19

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

QP Wealth Management's GLD Position: Q2 2026 in Review

QP Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $14.1K and leaving 1,432 shares worth $528K. The position accounts for 0.75% of the portfolio, ranked #37.

QP Wealth Management first reported a position in GLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2020. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • QP Wealth Management held 1,432 shares of SPDR Gold Trust worth $528K as of Q2 2026.
  • QP Wealth Management sold 34 SPDR Gold Trust shares in Q2 2026, an estimated $14.1K.
  • SPDR Gold Trust made up 0.75% of QP Wealth Management's portfolio in Q2 2026, its #37 holding.
  • QP Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • QP Wealth Management's SPDR Gold Trust position peaked at $2.11M in Q4 2020.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.