SSWM
GLD icon

Sheets Smith Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Sheets Smith Wealth Management’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 		$3.88M Buy
10,534
+120
+1% +$49.7K 0.39% 63
2026
Q1 		$4.48M Buy
10,414
+3
+0% +$1.34K 0.5% 49
2025
Q4 		$4.13M Hold
10,411
– – 0.45% 50
2025
Q3 		$3.7M Sell
10,411
-20
-0.2% -$6.37K 0.42% 57
2025
Q2 		$3.18M Sell
10,431
-200
-2% -$60.6K 0.37% 66
2025
Q1 		$3.06M Buy
10,631
+115
+1% +$30.4K 0.38% 67
2024
Q4 		$2.55M Hold
10,516
– – 0.31% 79
2024
Q3 		$2.56M Buy
10,516
+6
+0.1% +$1.37K 0.31% 76
2024
Q2 		$2.26M Sell
10,510
-3,000
-22% -$649K 0.27% 89
2024
Q1 		$2.78M Buy
13,510
+3,110
+30% +$597K 0.31% 79
2023
Q4 		$1.99M Sell
10,400
-25
-0.2% -$4.58K 0.28% 87
2023
Q3 		$1.79M Sell
10,425
-1,135
-10% -$203K 0.27% 89
2023
Q2 		$2.06M Hold
11,560
– – 0.3% 83
2023
Q1 		$2.12M Buy
11,560
+175
+2% +$30.8K 0.32% 75
2022
Q4 		$1.93M Buy
11,385
+200
+2% +$32.2K 0.3% 83
2022
Q3 		$1.73M Sell
11,185
-900
-7% -$145K 0.29% 84
2022
Q2 		$2.04M Hold
12,085
– – 0.34% 73
2022
Q1 		$2.18M Hold
12,085
– – 0.3% 80
2021
Q4 		$2.07M Buy
12,085
+1,135
+10% +$191K 0.26% 93
2021
Q3 		$1.8M Hold
10,950
– – 0.24% 105
2021
Q2 		$1.81M Hold
10,950
– – 0.24% 99
2021
Q1 		$1.75M Hold
10,950
– – 0.26% 99
2020
Q4 		$1.95M Buy
10,950
+104
+1% +$18.3K 0.3% 88
2020
Q3 		$1.92M Buy
+10,846
New +$1.95M 0.33% 77
2013
Q4 		– Sell
-13,225
Closed -$1.7M – 266
2013
Q3 		$1.7M Hold
13,225
– – 0.55% 53
2013
Q2 		$1.57M Buy
+13,225
New +$1.81M 0.53% 56

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $9.96B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return