RMR Wealth Builders’s SPDR Gold Trust GLD Stock Holding History

RMR Wealth Builders’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	$691K	Sell	1,875 -104	-5%	-$43.1K	0.04%	166
2026 Q1	$851K	Buy	1,979 +122	+7%	+$54.6K	0.07%	128
2025 Q4	$736K	Buy	1,857 +316	+21%	+$121K	0.06%	137
2025 Q3	$548K	Buy	1,541 +65	+4%	+$20.7K	0.05%	159
2025 Q2	$450K	Buy	1,476 +435	+42%	+$132K	0.04%	175
2025 Q1	$300K	Buy	+1,041	New	+$275K	0.03%	203
2021 Q2	–	Sell	-688	Closed	-$110K	–	363
2021 Q1	$110K	Buy	+688	New	+$116K	0.03%	260
2020 Q4	–	Sell	-1,336	Closed	-$237K	–	530
2020 Q3	$237K	Buy	1,336 +1,171	+710%	+$210K	0.06%	178
2020 Q2	$28K	Buy	+165	New	+$26.6K	0.03%	279
2019 Q4	$24K	Buy	+165	New	+$23.1K	0.02%	300

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMR Wealth Builders's GLD Position: Q2 2026 in Review

RMR Wealth Builders reduced its SPDR Gold Trust (GLD) stake by 5.3% in Q2 2026, selling an estimated $43.1K and leaving 1,875 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #166.

RMR Wealth Builders first reported a position in GLD in Q4 2019 and has held it in 10 quarters since. The position peaked at $851K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

RMR Wealth Builders held 1,875 shares of SPDR Gold Trust worth $691K as of Q2 2026.
RMR Wealth Builders sold 104 SPDR Gold Trust shares in Q2 2026, an estimated $43.1K.
SPDR Gold Trust made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #166 holding.
RMR Wealth Builders first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 10 quarters since.
RMR Wealth Builders's SPDR Gold Trust position peaked at $851K in Q1 2026.
1,093 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.