RFWA
GLD icon

RPg Family Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

RPg Family Wealth 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 		$10.3M Buy
+27,915
New +$11.6M 1.71% 17
2023
Q1 		– Sell
-2,137
Closed -$363K – 95
2022
Q4 		$363K Buy
+2,137
New +$344K 0.25% 65
2022
Q2 		– Sell
-2,837
Closed -$513K – 175
2022
Q1 		$513K Hold
2,837
– – 0.22% 73
2021
Q4 		$485K Sell
2,837
-661
-19% -$111K 0.19% 80
2021
Q3 		$574K Hold
3,498
– – 0.24% 67
2021
Q2 		$579K Buy
+3,498
New +$594K 0.23% 70
2020
Q4 		$1.82M Buy
10,196
+125
+1% +$22K 0.86% 40
2020
Q3 		$1.78M Buy
10,071
+391
+4% +$70.3K 0.94% 33
2020
Q2 		$1.62M Sell
9,680
-44
-0.5% -$7.1K 0.99% 39
2020
Q1 		$1.44M Sell
9,724
-136
-1% -$20.3K 1.12% 33
2019
Q4 		$1.41M Sell
9,860
-778
-7% -$109K 0.81% 42
2019
Q3 		$1.48M Buy
10,638
+9,000
+549% +$1.25M 0.9% 33
2019
Q2 		$218K Sell
1,638
-100
-6% -$12.4K 0.13% 91
2019
Q1 		$212K Buy
1,738
+32
+2% +$3.94K 0.13% 94
2018
Q4 		$207K Sell
1,706
-160
-9% -$18.6K 0.2% 56
2018
Q3 		$210K Sell
1,866
-1,175
-39% -$135K 0.16% 64
2018
Q2 		$361K Buy
3,041
+2,244
+282% +$278K 0.28% 53
2018
Q1 		$100K Sell
797
-56
-7% -$7.06K 0.08% 64
2017
Q4 		$105K Sell
853
-86
-9% -$10.4K 0.09% 60
2017
Q3 		$114K Buy
939
+510
+119% +$62K 0.09% 61
2017
Q2 		$50.6K Sell
429
-12
-3% -$1.44K 0.04% 146
2017
Q1 		$52.4K Buy
+441
New +$51.3K 0.04% 123
2016
Q1 		– Sell
-368
Closed -$37.3K – 269
2015
Q4 		$37.3K Buy
+368
New +$38.9K 0.03% 114

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RPg Family Wealth Advisory's GLD Position: Q2 2026 in Review

RPg Family Wealth Advisory opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 27,915 shares worth $10.3M. The stake represents 1.71% of the portfolio and ranks #17 among its holdings. This is a return to the name: RPg Family Wealth Advisory previously reported a position in GLD as recently as Q4 2022.

RPg Family Wealth Advisory first reported a position in GLD in Q4 2015 and has held it in 23 quarters since. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • RPg Family Wealth Advisory held 27,915 shares of SPDR Gold Trust worth $10.3M as of Q2 2026.
  • SPDR Gold Trust was a new RPg Family Wealth Advisory position in Q2 2026.
  • SPDR Gold Trust made up 1.71% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #17 holding.
  • RPg Family Wealth Advisory first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 23 quarters since.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.