Rooted Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Rooted Wealth Advisors’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	$203K	Hold	551	–	–	0.05%	147
2026 Q1	$244K	Sell	551 -1	-0.2%	-$448	0.06%	130
2025 Q4	$251K	Sell	552 -17	-3%	-$6.49K	0.07%	122
2025 Q3	$203K	Buy	+569	New	+$181K	0.06%	125
2024 Q4	–	Sell	-956	Closed	-$233K	–	96
2024 Q3	$233K	Sell	956 -105	-10%	-$24K	0.1%	87
2024 Q2	$240K	Sell	1,061 -2	-0.2%	-$433	0.11%	79
2024 Q1	$224K	Buy	+1,063	New	+$204K	0.11%	75

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

Rooted Wealth Advisors's GLD Position: Q2 2026 in Review

Rooted Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 551 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #147.

Rooted Wealth Advisors first reported a position in GLD in Q1 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Rooted Wealth Advisors held 551 shares of SPDR Gold Trust worth $203K as of Q2 2026.
Rooted Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Rooted Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 7 quarters since.
Rooted Wealth Advisors's SPDR Gold Trust position peaked at $251K in Q4 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.