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

Rockline 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 		– Sell
-577
Closed -$248K – 113
2026
Q1 		$248K Hold
577
– – 0.05% 89
2025
Q4 		$229K Buy
+577
New +$220K 0.05% 90

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Rockline Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 577 shares — an estimated $248K sold.

Rockline Wealth Management first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Rockline Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 577 SPDR Gold Trust shares in Q2 2026, an estimated $248K.
  • Rockline Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Rockline Wealth Management's SPDR Gold Trust position peaked at $248K in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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