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

Ridgecrest 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	$324K	Hold	880	–	–	0.16%	74
2026 Q1	$379K	Sell	880 -80	-8%	-$35.8K	0.21%	67
2025 Q4	$380K	Sell	960 -90	-9%	-$34.4K	0.21%	65
2025 Q3	$373K	Hold	1,050	–	–	0.17%	72
2025 Q2	$320K	Hold	1,050	–	–	0.17%	77
2025 Q1	$303K	Hold	1,050	–	–	0.16%	81
2024 Q4	$254K	Buy	+1,050	New	+$258K	0.14%	85
2024 Q3	–	Sell	-3,194	Closed	-$687K	–	113
2024 Q2	$687K	Hold	3,194	–	–	0.41%	48
2024 Q1	$657K	Buy	+3,194	New	+$613K	0.39%	53

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

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

Ridgecrest Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 880 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #74.

Ridgecrest Wealth Partners first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $687K in Q2 2024. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ridgecrest Wealth Partners held 880 shares of SPDR Gold Trust worth $324K as of Q2 2026.
Ridgecrest Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.16% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #74 holding.
Ridgecrest Wealth Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Ridgecrest Wealth Partners's SPDR Gold Trust position peaked at $687K in Q2 2024.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.