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Quotient Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Quotient Wealth Partners’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 		$509K Sell
1,382
-204
-13% -$84.5K 0.01% 210
2026
Q1 		$682K Buy
1,586
+47
+3% +$21K 0.02% 159
2025
Q4 		$610K Sell
1,539
-180
-10% -$68.7K 0.02% 162
2025
Q3 		$611K Buy
1,719
+33
+2% +$10.5K 0.02% 165
2025
Q2 		$514K Buy
1,686
+858
+104% +$260K 0.02% 184
2025
Q1 		$239K Buy
+828
New +$219K 0.01% 302

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

Quotient Wealth Partners's GLD Position: Q2 2026 in Review

Quotient Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, selling an estimated $84.5K and leaving 1,382 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #210.

Quotient Wealth Partners first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $682K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Quotient Wealth Partners held 1,382 shares of SPDR Gold Trust worth $509K as of Q2 2026.
  • Quotient Wealth Partners sold 204 SPDR Gold Trust shares in Q2 2026, an estimated $84.5K.
  • SPDR Gold Trust made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Quotient Wealth Partners first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Quotient Wealth Partners's SPDR Gold Trust position peaked at $682K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.