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Sax Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Sax 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 		$2M Buy
4,651
+1,076
+30% +$446K 0.08% 150
2026
Q1 		$1.42M Hold
3,575
– – 0.07% 150
2025
Q4 		$1.42M Sell
3,575
-33
-0.9% -$12.6K 0.07% 153
2025
Q3 		$1.28M Buy
3,608
+111
+3% +$35.4K 0.07% 153
2025
Q2 		$1.07M Buy
3,497
+293
+9% +$88.7K 0.06% 170
2025
Q1 		$923K Buy
3,204
+2,018
+170% +$534K 0.07% 149
2024
Q4 		$287K Hold
1,186
– – 0.02% 272
2024
Q3 		$288K Buy
1,186
+59
+5% +$13.5K 0.03% 223
2024
Q2 		$242K Buy
+1,127
New +$244K 0.02% 238
2024
Q1 		– Sell
-1,639
Closed -$313K – 209
2023
Q4 		$313K Sell
1,639
-19
-1% -$3.48K 0.05% 143
2023
Q3 		$284K Hold
1,658
– – 0.06% 141
2023
Q2 		$296K Hold
1,658
– – 0.06% 138
2023
Q1 		$304K Sell
1,658
-329
-17% -$57.9K 0.07% 138
2022
Q4 		$337K Buy
1,987
+100
+5% +$16.1K 0.08% 127
2022
Q3 		$292K Sell
1,887
-311
-14% -$50K 0.08% 131
2022
Q2 		$370K Buy
2,198
+346
+19% +$60.4K 0.09% 121
2022
Q1 		$335K Buy
1,852
+190
+11% +$33.3K 0.08% 133
2021
Q4 		$284K Hold
1,662
– – 0.06% 146
2021
Q3 		$273K Sell
1,662
-2,140
-56% -$358K 0.06% 138
2021
Q2 		$630K Buy
3,802
+2,310
+155% +$393K 0.22% 86
2021
Q1 		$239K Sell
1,492
-108
-7% -$18.1K 0.09% 125
2020
Q4 		$285K Buy
+1,600
New +$282K 0.13% 102

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sax Wealth Advisors's GLD Position: Q2 2026 in Review

Sax Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 30% in Q2 2026, buying an estimated $446K and bringing the position to 4,651 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #150.

Sax Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sax Wealth Advisors held 4,651 shares of SPDR Gold Trust worth $2M as of Q2 2026.
  • Sax Wealth Advisors bought 1,076 SPDR Gold Trust shares in Q2 2026, an estimated $446K.
  • SPDR Gold Trust made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Sax Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.