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San Luis Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

San Luis 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 		$1.63M Sell
4,425
-61
-1% -$25.3K 0.25% 64
2026
Q1 		$1.93M Sell
4,486
-2,239
-33% -$1M 0.32% 54
2025
Q4 		$2.67M Buy
6,725
+67
+1% +$25.6K 0.45% 48
2025
Q3 		$2.37M Buy
6,658
+118
+2% +$37.6K 0.43% 51
2025
Q2 		$1.99M Buy
6,540
+155
+2% +$46.9K 0.43% 47
2025
Q1 		$1.84M Hold
6,385
– – 0.42% 47
2024
Q4 		$1.55M Hold
6,385
– – 0.29% 44
2024
Q3 		$1.55M Hold
6,385
– – 0.32% 42
2024
Q2 		$1.37M Hold
6,385
– – 0.33% 44
2024
Q1 		$1.31M Hold
6,385
– – 0.69% 22
2023
Q4 		$1.22M Sell
6,385
-7
-0.1% -$1.28K 0.52% 23
2023
Q3 		$1.1M Sell
6,392
-30
-0.5% -$5.36K 0.53% 24
2023
Q2 		$1.15M Sell
6,422
-5
-0.1% -$919 0.4% 66
2023
Q1 		$1.18M Sell
6,427
-2,002
-24% -$352K 0.45% 61
2022
Q4 		$1.43M Sell
8,429
-3,748
-31% -$604K 1.33% 23
2022
Q3 		$1.88M Sell
12,177
-4,076
-25% -$655K 1.97% 12
2022
Q2 		$2.74M Buy
16,253
+5,231
+47% +$914K 3.15% 9
2022
Q1 		$1.88M Hold
11,022
– – 0.92% 24
2021
Q4 		$1.88M Buy
11,022
+1,820
+20% +$306K 1.92% 13
2021
Q3 		$1.51M Buy
+9,202
New +$1.54M 0.84% 32
2020
Q4 		$3.45M Buy
+19,341
New +$3.41M 2.23% 9

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

San Luis Wealth Advisors's GLD Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $25.3K and leaving 4,425 shares worth $1.63M. The position accounts for 0.25% of the portfolio, ranked #64.

San Luis Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.45M in Q4 2020. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • San Luis Wealth Advisors held 4,425 shares of SPDR Gold Trust worth $1.63M as of Q2 2026.
  • San Luis Wealth Advisors sold 61 SPDR Gold Trust shares in Q2 2026, an estimated $25.3K.
  • SPDR Gold Trust made up 0.25% of San Luis Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • San Luis Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's SPDR Gold Trust position peaked at $3.45M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.