SW
GLD icon

SMART Wealth’s SPDR Gold Trust GLD Stock Holding History

SMART 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 		$4.33M Buy
11,746
+982
+9% +$407K 0.93% 30
2026
Q1 		$4.63M Buy
10,764
+57
+0.5% +$25.5K 1.36% 18
2025
Q4 		$4.24M Buy
10,707
+60
+0.6% +$22.9K 1.29% 23
2025
Q3 		$3.78M Buy
10,647
+53
+0.5% +$16.9K 1.43% 20
2025
Q2 		$3.23M Buy
10,594
+1,839
+21% +$557K 1.01% 36
2025
Q1 		$2.52M Sell
8,755
-570
-6% -$151K 0.9% 37
2024
Q4 		$2.26M Sell
9,325
-814
-8% -$200K 0.8% 39
2024
Q3 		$2.46M Buy
10,139
+2,845
+39% +$652K 0.97% 27
2024
Q2 		$1.57M Buy
7,294
+227
+3% +$49.1K 0.63% 43
2024
Q1 		$1.45M Sell
7,067
-48,491
-87% -$9.31M 0.66% 36
2023
Q4 		$10.6M Buy
55,558
+12,579
+29% +$2.31M 5.8% 4
2023
Q3 		$7.37M Buy
42,979
+3,823
+10% +$684K 5.54% 3
2023
Q2 		$6.98M Buy
39,156
+31,924
+441% +$5.87M 5.27% 4
2023
Q1 		$1.33M Buy
7,232
+1,395
+24% +$245K 1.17% 28
2022
Q4 		$990K Buy
+5,837
New +$940K 0.74% 38

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

SMART Wealth's GLD Position: Q2 2026 in Review

SMART Wealth increased its SPDR Gold Trust (GLD) stake by 9.1% in Q2 2026, buying an estimated $407K and bringing the position to 11,746 shares worth $4.33M. The position accounts for 0.93% of the portfolio, ranked #30.

SMART Wealth first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q4 2023. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SMART Wealth held 11,746 shares of SPDR Gold Trust worth $4.33M as of Q2 2026.
  • SMART Wealth bought 982 SPDR Gold Trust shares in Q2 2026, an estimated $407K.
  • SPDR Gold Trust made up 0.93% of SMART Wealth's portfolio in Q2 2026, its #30 holding.
  • SMART Wealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's SPDR Gold Trust position peaked at $10.6M in Q4 2023.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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