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SIMA Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

SIMA Wealth 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 		$101K Hold
273
– – 0.07% 65
2026
Q1 		$117K Hold
273
– – 0.09% 60
2025
Q4 		$108K Hold
273
– – 0.08% 63
2025
Q3 		$97K Hold
273
– – 0.07% 64
2025
Q2 		$83.2K Hold
273
– – 0.07% 65
2025
Q1 		$78.7K Buy
273
+73
+37% +$19.3K 0.07% 72
2024
Q4 		$48.4K Hold
200
– – 0.04% 89
2024
Q3 		$48.6K Hold
200
– – 0.04% 84
2024
Q2 		$43K Buy
+200
New +$43.3K 0.04% 84

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

SIMA Wealth Partners's GLD Position: Q2 2026 in Review

SIMA Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 273 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #65.

SIMA Wealth Partners first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $117K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SIMA Wealth Partners held 273 shares of SPDR Gold Trust worth $101K as of Q2 2026.
  • SIMA Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.07% of SIMA Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • SIMA Wealth Partners first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's SPDR Gold Trust position peaked at $117K in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.