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Smallwood Wealth Investment Management’s SPDR Gold Trust GLD Stock Holding History

Smallwood Wealth Investment 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 		$193K Hold
525
– – 0.08% 97
2026
Q1 		$226K Hold
525
– – 0.12% 73
2025
Q4 		$208K Buy
525
+26
+5% +$9.93K 0.11% 78
2025
Q3 		$177K Hold
499
– – 0.09% 88
2025
Q2 		$152K Hold
499
– – 0.09% 89
2025
Q1 		$144K Buy
+499
New +$132K 0.09% 87

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Smallwood Wealth Investment Management's GLD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 525 shares worth $193K. The position accounts for 0.08% of the portfolio, ranked #97.

Smallwood Wealth Investment Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $226K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Smallwood Wealth Investment Management held 525 shares of SPDR Gold Trust worth $193K as of Q2 2026.
  • Smallwood Wealth Investment Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #97 holding.
  • Smallwood Wealth Investment Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's SPDR Gold Trust position peaked at $226K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.