Sage Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Sage Private Wealth Group’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	$1.13M	Hold	3,070	–	–	0.51%	23
2026 Q1	$1.32M	Hold	3,070	–	–	0.66%	14
2025 Q4	$1.22M	Hold	3,070	–	–	0.65%	20
2025 Q3	$1.09M	Hold	3,070	–	–	0.61%	20
2025 Q2	$936K	Hold	3,070	–	–	0.6%	17
2025 Q1	$885K	Hold	3,070	–	–	0.67%	15
2024 Q4	$743K	Hold	3,070	–	–	0.56%	20
2024 Q3	$746K	Hold	3,070	–	–	0.59%	18
2024 Q2	$660K	Hold	3,070	–	–	0.56%	20
2024 Q1	$632K	Buy	+3,070	New	+$589K	0.51%	23
2022 Q4	–	Sell	-100	Closed	-$15K	–	100
2022 Q3	$15K	Buy	+100	New	+$16.1K	0.02%	124

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

Sage Private Wealth Group's GLD Position: Q2 2026 in Review

Sage Private Wealth Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,070 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #23.

Sage Private Wealth Group first reported a position in GLD in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sage Private Wealth Group held 3,070 shares of SPDR Gold Trust worth $1.13M as of Q2 2026.
Sage Private Wealth Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.51% of Sage Private Wealth Group's portfolio in Q2 2026, its #23 holding.
Sage Private Wealth Group first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 11 quarters since.
Sage Private Wealth Group's SPDR Gold Trust position peaked at $1.32M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.