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

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

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. 3,043 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.
3,043 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.