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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sheets Smith Wealth Management's GLD Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.2% in Q2 2026, buying an estimated $49.7K and bringing the position to 10,534 shares worth $3.88M. The position accounts for 0.39% of the portfolio, ranked #63.

Sheets Smith Wealth Management first reported a position in GLD in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.48M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sheets Smith Wealth Management held 10,534 shares of SPDR Gold Trust worth $3.88M as of Q2 2026.
  • Sheets Smith Wealth Management bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
  • SPDR Gold Trust made up 0.39% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Sheets Smith Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 26 quarters since.
  • Sheets Smith Wealth Management's SPDR Gold Trust position peaked at $4.48M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.