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RVW Wealth’s SPDR Gold Trust GLD Stock Holding History

RVW Wealth’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 		$324K Buy
879
+24
+3% +$9.94K 0.02% 143
2026
Q1 		$368K Buy
855
+135
+19% +$60.5K 0.03% 126
2025
Q4 		$285K Buy
+720
New +$275K 0.02% 145
2023
Q4 		– Sell
-275
Closed -$47.1K – 224
2023
Q3 		$47.1K Buy
+275
New +$49.2K 0.01% 240

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

RVW Wealth's GLD Position: Q2 2026 in Review

RVW Wealth increased its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, buying an estimated $9.94K and bringing the position to 879 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #143.

RVW Wealth first reported a position in GLD in Q3 2023 and has held it in 4 quarters since. The position peaked at $368K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • RVW Wealth held 879 shares of SPDR Gold Trust worth $324K as of Q2 2026.
  • RVW Wealth bought 24 SPDR Gold Trust shares in Q2 2026, an estimated $9.94K.
  • SPDR Gold Trust made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #143 holding.
  • RVW Wealth first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 4 quarters since.
  • RVW Wealth's SPDR Gold Trust position peaked at $368K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.