Roger Wittlin Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Roger Wittlin Investment Advisory’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	$1.62M	Buy	4,399 +1,110	+34%	+$460K	1.27%	16
2026 Q1	$1.42M	Hold	3,289	–	–	1.16%	16
2025 Q4	$1.3M	Sell	3,289 -288	-8%	-$110K	0.91%	20
2025 Q3	$1.27M	Buy	3,577 +196	+6%	+$62.5K	0.71%	26
2025 Q2	$1.03M	Sell	3,381 -32	-0.9%	-$9.69K	0.57%	25
2025 Q1	$983K	Sell	3,413 -74	-2%	-$19.6K	0.58%	24
2024 Q4	$844K	Buy	3,487 +200	+6%	+$49.1K	0.47%	26
2024 Q3	$799K	Hold	3,287	–	–	0.46%	30
2024 Q2	$707K	Hold	3,287	–	–	0.45%	29
2024 Q1	$676K	Hold	3,287	–	–	0.47%	29
2023 Q4	$628K	Hold	3,287	–	–	0.46%	30
2023 Q3	$564K	Hold	3,287	–	–	0.48%	29
2023 Q2	$586K	Hold	3,287	–	–	0.48%	31
2023 Q1	$602K	Buy	3,287 +269	+9%	+$47.3K	0.54%	30
2022 Q4	$512K	Buy	+3,018	New	+$486K	0.51%	29
2022 Q3	–	Sell	-3,018	Closed	-$508K	–	18
2022 Q2	$508K	Hold	3,018	–	–	0.5%	22
2022 Q1	$545K	Hold	3,018	–	–	0.5%	18
2021 Q4	$515K	Buy	+3,018	New	+$507K	0.4%	19

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

Roger Wittlin Investment Advisory's GLD Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, buying an estimated $460K and bringing the position to 4,399 shares worth $1.62M. The position accounts for 1.27% of the portfolio, ranked #16.

Roger Wittlin Investment Advisory first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Roger Wittlin Investment Advisory held 4,399 shares of SPDR Gold Trust worth $1.62M as of Q2 2026.
Roger Wittlin Investment Advisory bought 1,110 SPDR Gold Trust shares in Q2 2026, an estimated $460K.
SPDR Gold Trust made up 1.27% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #16 holding.
Roger Wittlin Investment Advisory first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.