Signature Wealth Management Partners’s SPDR Gold Trust GLD Stock Holding History

Signature Wealth Management Partners’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	$641K	Buy	1,740 +785	+82%	+$325K	0.3%	61
2026 Q1	$411K	Hold	955	–	–	0.21%	79
2025 Q4	$378K	Hold	955	–	–	0.19%	81
2025 Q3	$339K	Buy	955 +15	+2%	+$4.78K	0.18%	84
2025 Q2	$287K	Sell	940 -810	-46%	-$245K	0.16%	85
2025 Q1	$504K	Sell	1,750 -115	-6%	-$30.4K	0.33%	58
2024 Q4	$452K	Hold	1,865	–	–	0.31%	63
2024 Q3	$453K	Buy	1,865 +21	+1%	+$4.81K	0.33%	61
2024 Q2	$396K	Sell	1,844 -90	-5%	-$19.5K	0.3%	64
2024 Q1	$398K	Sell	1,934 -75	-4%	-$14.4K	0.32%	63
2023 Q4	$384K	Sell	2,009 -34	-2%	-$6.23K	0.34%	63
2023 Q3	$350K	Sell	2,043 -352	-15%	-$62.9K	0.34%	62
2023 Q2	$427K	Sell	2,395 -1,750	-42%	-$322K	0.4%	56
2023 Q1	$759K	Sell	4,145 -1,118	-21%	-$197K	0.7%	36
2022 Q4	$893K	Sell	5,263 -33	-0.6%	-$5.32K	0.88%	33
2022 Q3	$819K	Hold	5,296	–	–	0.9%	30
2022 Q2	$892K	Buy	5,296 +882	+20%	+$154K	0.91%	28
2022 Q1	$797K	Buy	4,414 +531	+14%	+$93.2K	0.68%	40
2021 Q4	$664K	Hold	3,883	–	–	0.56%	46
2021 Q3	$638K	Sell	3,883 -30	-0.8%	-$5.02K	0.58%	45
2021 Q2	$648K	Sell	3,913 -113	-3%	-$19.2K	0.59%	47
2021 Q1	$644K	Sell	4,026 -3,071	-43%	-$516K	0.62%	43
2020 Q4	$1.27M	Buy	+7,097	New	+$1.25M	1.27%	21

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Signature Wealth Management Partners's GLD Position: Q2 2026 in Review

Signature Wealth Management Partners increased its SPDR Gold Trust (GLD) stake by 82% in Q2 2026, buying an estimated $325K and bringing the position to 1,740 shares worth $641K. The position accounts for 0.3% of the portfolio, ranked #61.

Signature Wealth Management Partners first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2020. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Signature Wealth Management Partners held 1,740 shares of SPDR Gold Trust worth $641K as of Q2 2026.
Signature Wealth Management Partners bought 785 SPDR Gold Trust shares in Q2 2026, an estimated $325K.
SPDR Gold Trust made up 0.3% of Signature Wealth Management Partners's portfolio in Q2 2026, its #61 holding.
Signature Wealth Management Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's SPDR Gold Trust position peaked at $1.27M in Q4 2020.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.