Sagespring Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Sagespring Wealth Partners’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	$801K	Buy	2,176 +134	+7%	+$55.5K	0.01%	400
2026 Q1	$879K	Buy	2,042 +100	+5%	+$44.8K	0.02%	352
2025 Q4	$770K	Sell	1,942 -32	-2%	-$12.2K	0.01%	363
2025 Q3	$702K	Buy	1,974 +139	+8%	+$44.3K	0.01%	376
2025 Q2	$559K	Sell	1,835 -186	-9%	-$56.3K	0.01%	409
2025 Q1	$582K	Buy	2,021 +623	+45%	+$165K	0.01%	352
2024 Q4	$339K	Buy	+1,398	New	+$344K	0.01%	443

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

Sagespring Wealth Partners's GLD Position: Q2 2026 in Review

Sagespring Wealth Partners increased its SPDR Gold Trust (GLD) stake by 6.6% in Q2 2026, buying an estimated $55.5K and bringing the position to 2,176 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #400.

Sagespring Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $879K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sagespring Wealth Partners held 2,176 shares of SPDR Gold Trust worth $801K as of Q2 2026.
Sagespring Wealth Partners bought 134 SPDR Gold Trust shares in Q2 2026, an estimated $55.5K.
SPDR Gold Trust made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #400 holding.
Sagespring Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's SPDR Gold Trust position peaked at $879K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.