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

Rockwood 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	$824K	Buy	2,238 +1,192	+114%	+$494K	0.05%	55
2026 Q1	$450K	Sell	1,046 -90	-8%	-$40.3K	0.03%	72
2025 Q4	$450K	Buy	1,136 +170	+18%	+$64.9K	0.03%	69
2025 Q3	$343K	Buy	966 +125	+15%	+$39.8K	0.03%	81
2025 Q2	$256K	Sell	841 -251	-23%	-$76K	0.02%	88
2025 Q1	$315K	Buy	1,092 +87	+9%	+$23K	0.03%	73
2024 Q4	$242K	Sell	1,005 -145	-13%	-$35.6K	0.03%	82
2024 Q3	$280K	Sell	1,150 -669	-37%	-$153K	0.03%	69
2024 Q2	$391K	Buy	1,819 +244	+15%	+$52.8K	0.05%	57
2024 Q1	$324K	Buy	1,575 +15	+1%	+$2.88K	0.04%	60
2023 Q4	$298K	Buy	+1,560	New	+$286K	0.04%	59
2023 Q3	–	Sell	-2,106	Closed	-$375K	–	71
2023 Q2	$375K	Buy	+2,106	New	+$387K	0.06%	53

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

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

Rockwood Wealth Management increased its SPDR Gold Trust (GLD) stake by 114% in Q2 2026, buying an estimated $494K and bringing the position to 2,238 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #55.

Rockwood Wealth Management first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Rockwood Wealth Management held 2,238 shares of SPDR Gold Trust worth $824K as of Q2 2026.
Rockwood Wealth Management bought 1,192 SPDR Gold Trust shares in Q2 2026, an estimated $494K.
SPDR Gold Trust made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #55 holding.
Rockwood Wealth Management first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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