Sanchez Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Sanchez Wealth Management 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	$213K	Hold	578	–	–	0.04%	51
2026 Q1	$249K	Buy	578 +50	+9%	+$22.4K	0.05%	49
2025 Q4	$209K	Sell	528 -163	-24%	-$62.3K	0.04%	51
2025 Q3	$246K	Sell	691 -25	-3%	-$7.97K	0.05%	45
2025 Q2	$218K	Sell	716 -60	-8%	-$18.2K	0.05%	47
2025 Q1	$224K	Sell	776 -267	-26%	-$70.6K	0.06%	46
2024 Q4	$253K	Buy	+1,043	New	+$256K	0.07%	45
2022 Q3	–	Sell	-62,422	Closed	-$10.5M	–	33
2022 Q2	$10.5M	Sell	62,422 -1,213	-2%	-$212K	5.23%	9
2022 Q1	$11.5M	Buy	+63,635	New	+$11.2M	4.83%	10

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sanchez Wealth Management Group's GLD Position: Q2 2026 in Review

Sanchez Wealth Management Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 578 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #51.

Sanchez Wealth Management Group first reported a position in GLD in Q1 2022 and has held it in 9 quarters since. The position peaked at $11.5M in Q1 2022. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sanchez Wealth Management Group held 578 shares of SPDR Gold Trust worth $213K as of Q2 2026.
Sanchez Wealth Management Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #51 holding.
Sanchez Wealth Management Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 9 quarters since.
Sanchez Wealth Management Group's SPDR Gold Trust position peaked at $11.5M in Q1 2022.
1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.