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

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

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return