SBWIC
GLD icon

Schaper Benz & Wise Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$1.91M Sell
5,197
-16
-0.3% -$6.63K 0.13% 94
2026
Q1 		$2.24M Sell
5,213
-100
-2% -$44.8K 0.17% 89
2025
Q4 		$2.11M Buy
5,313
+556
+12% +$212K 0.15% 91
2025
Q3 		$1.69M Sell
4,757
-200
-4% -$63.7K 0.13% 91
2025
Q2 		$1.51M Hold
4,957
– – 0.12% 95
2025
Q1 		$1.43M Sell
4,957
-200
-4% -$52.9K 0.12% 93
2024
Q4 		$1.25M Buy
5,157
+477
+10% +$117K 0.1% 95
2024
Q3 		$1.14M Sell
4,680
-250
-5% -$57.3K 0.09% 97
2024
Q2 		$1.06M Sell
4,930
-250
-5% -$54.1K 0.09% 94
2024
Q1 		$1.07M Hold
5,180
– – 0.09% 95
2023
Q4 		$990K Hold
5,180
– – 0.09% 91
2023
Q3 		$888K Buy
5,180
+555
+12% +$99.2K 0.09% 95
2023
Q2 		$824K Hold
4,625
– – 0.08% 96
2023
Q1 		$847K Sell
4,625
-280
-6% -$49.3K 0.09% 96
2022
Q4 		$832K Sell
4,905
-1,200
-20% -$193K 0.09% 95
2022
Q3 		$944K Hold
6,105
– – 0.11% 90
2022
Q2 		$1.03M Hold
6,105
– – 0.11% 95
2022
Q1 		$1.1M Buy
6,105
+50
+0.8% +$8.77K 0.1% 98
2021
Q4 		$1.03M Buy
+6,055
New +$1.02M 0.08% 99

Other funds holding GLD

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's GLD Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its SPDR Gold Trust (GLD) stake by 0.31% in Q2 2026, selling an estimated $6.63K and leaving 5,197 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #94.

Schaper Benz & Wise Investment Counsel first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2026. 1,087 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 5,197 shares of SPDR Gold Trust worth $1.91M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 16 SPDR Gold Trust shares in Q2 2026, an estimated $6.63K.
  • SPDR Gold Trust made up 0.13% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #94 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Schaper Benz & Wise Investment Counsel's SPDR Gold Trust position peaked at $2.24M in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.