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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

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 $43.3B AUM 29.3% 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

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. 1,319 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.
  • 1,319 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.