REDW Wealth’s SPDR Gold Trust GLD Stock Holding History

REDW Wealth’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	$295K	Buy	801 +3	+0.4%	+$1.24K	0.11%	91
2026 Q1	$343K	Buy	798 +101	+14%	+$45.2K	0.14%	78
2025 Q4	$276K	Sell	697 -170	-20%	-$64.9K	0.11%	89
2025 Q3	$308K	Buy	867 +91	+12%	+$29K	0.12%	87
2025 Q2	$237K	Buy	776 +81	+12%	+$24.5K	0.09%	97
2025 Q1	$200K	Buy	+695	New	+$184K	0.07%	101
2024 Q4	–	Sell	-873	Closed	-$212K	–	125
2024 Q3	$212K	Sell	873 -61	-7%	-$14K	0.05%	157
2024 Q2	$201K	Sell	934 -148	-14%	-$32K	0.05%	155
2024 Q1	$223K	Buy	+1,082	New	+$208K	0.06%	150

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $60.8B AUM 26.63% 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

REDW Wealth's GLD Position: Q2 2026 in Review

REDW Wealth increased its SPDR Gold Trust (GLD) stake by 0.38% in Q2 2026, buying an estimated $1.24K and bringing the position to 801 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #91.

REDW Wealth first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $343K in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

REDW Wealth held 801 shares of SPDR Gold Trust worth $295K as of Q2 2026.
REDW Wealth bought 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
SPDR Gold Trust made up 0.11% of REDW Wealth's portfolio in Q2 2026, its #91 holding.
REDW Wealth first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
REDW Wealth's SPDR Gold Trust position peaked at $343K in Q1 2026.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.