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

Raffa 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	$22.8K	Buy	+62	New	+$25.7K	﹤0.01%	267
2021 Q4	–	Sell	-25	Closed	-$4.11K	–	1133
2021 Q3	$4.11K	Hold	25	–	–	﹤0.01%	419
2021 Q2	$4.14K	Hold	25	–	–	﹤0.01%	424
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	456
2020 Q4	$4.46K	Hold	25	–	–	﹤0.01%	385
2020 Q3	$4.43K	Hold	25	–	–	﹤0.01%	349
2020 Q2	$4.18K	Hold	25	–	–	﹤0.01%	346
2020 Q1	$3.7K	Hold	25	–	–	﹤0.01%	329
2019 Q4	$3.57K	Hold	25	–	–	﹤0.01%	316
2019 Q3	$3.47K	Buy	+25	New	+$3.48K	﹤0.01%	314
2019 Q2	–	Sell	-25	Closed	-$3.05K	–	987
2019 Q1	$3.05K	Hold	25	–	–	﹤0.01%	290
2018 Q4	$3.03K	Sell	25 -1,003	-98%	-$117K	﹤0.01%	298
2018 Q3	$116K	Sell	1,028 -1,245	-55%	-$143K	0.04%	99
2018 Q2	$270K	Buy	2,273 +1,025	+82%	+$127K	0.1%	57
2018 Q1	$157K	Buy	1,248 +1,000	+403%	+$126K	0.06%	81
2017 Q4	$30.7K	Hold	248	–	–	0.01%	151
2017 Q3	$30.2K	Hold	248	–	–	0.01%	154
2017 Q2	$29.3K	Hold	248	–	–	0.01%	151
2017 Q1	$29.4K	Hold	248	–	–	0.01%	129
2016 Q4	$27.2K	Hold	248	–	–	0.01%	132
2016 Q3	$31.2K	Hold	248	–	–	0.02%	115
2016 Q2	$31.4K	Hold	248	–	–	0.02%	110
2016 Q1	$29.2K	Hold	248	–	–	0.02%	122
2015 Q4	$25.2K	Hold	248	–	–	0.02%	123
2015 Q3	$26.5K	Hold	248	–	–	0.02%	121
2015 Q2	$27.9K	Hold	248	–	–	0.02%	119
2015 Q1	$28.2K	Hold	248	–	–	0.02%	106
2014 Q4	$28.2K	Hold	248	–	–	0.02%	108
2014 Q3	$28.8K	Hold	248	–	–	0.02%	102
2014 Q2	$31.8K	Hold	248	–	–	0.02%	95
2014 Q1	$30.7K	Hold	248	–	–	0.03%	95
2013 Q4	$28.2K	Buy	+248	New	+$30.5K	0.02%	108

Other funds holding GLD

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 $59.9B AUM 27.01% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Raffa Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 62 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in GLD as recently as Q3 2021.

Raffa Wealth Management first reported a position in GLD in Q4 2013 and has held it in 32 quarters since. The position peaked at $270K in Q2 2018. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Raffa Wealth Management held 62 shares of SPDR Gold Trust worth $22.8K as of Q2 2026.
SPDR Gold Trust was a new Raffa Wealth Management position in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #267 holding.
Raffa Wealth Management first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 32 quarters since.
Raffa Wealth Management's SPDR Gold Trust position peaked at $270K in Q2 2018.
2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.