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Simplicity Wealth’s SPDR Gold Trust GLD Stock Holding History

Simplicity Wealth’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 		$2.09M Buy
5,666
+2,247
+66% +$931K 0.07% 266
2026
Q1 		$1.47M Sell
3,419
-499
-13% -$223K 0.08% 223
2025
Q4 		$1.55M Sell
3,918
-5,225
-57% -$2M 0.09% 212
2025
Q3 		$3.25M Sell
9,143
-2,028
-18% -$646K 0.19% 122
2025
Q2 		$3.41M Buy
11,171
+2,027
+22% +$614K 0.14% 148
2025
Q1 		$2.63M Buy
9,144
+6,021
+193% +$1.59M 0.2% 123
2024
Q4 		$756K Sell
3,123
-4,149
-57% -$1.02M 0.16% 112
2024
Q3 		$1.77M Sell
7,272
-117,183
-94% -$26.8M 0.16% 122
2024
Q2 		$26.8M Buy
124,455
+2,566
+2% +$555K 0.6% 28
2024
Q1 		$25.1M Buy
121,889
+117,604
+2,745% +$22.6M 0.6% 25
2023
Q4 		$819K Buy
4,285
+968
+29% +$177K 0.32% 52
2023
Q3 		$569K Buy
3,317
+219
+7% +$39.2K 0.33% 40
2023
Q2 		$552K Buy
3,098
+1,005
+48% +$185K 0.34% 46
2023
Q1 		$383K Buy
+2,093
New +$368K 0.26% 47

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

Simplicity Wealth's GLD Position: Q2 2026 in Review

Simplicity Wealth increased its SPDR Gold Trust (GLD) stake by 66% in Q2 2026, buying an estimated $931K and bringing the position to 5,666 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #266.

Simplicity Wealth first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $26.8M in Q2 2024. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Simplicity Wealth held 5,666 shares of SPDR Gold Trust worth $2.09M as of Q2 2026.
  • Simplicity Wealth bought 2,247 SPDR Gold Trust shares in Q2 2026, an estimated $931K.
  • SPDR Gold Trust made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #266 holding.
  • Simplicity Wealth first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Simplicity Wealth's SPDR Gold Trust position peaked at $26.8M in Q2 2024.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.