Smith & Howard Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Smith & Howard Wealth 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	$890K	Sell	2,416 -426	-15%	-$176K	0.18%	41
2026 Q1	$1.2M	Buy	2,842 +337	+13%	+$151K	0.26%	35
2025 Q4	$993K	Hold	2,505	–	–	0.22%	41
2025 Q3	$890K	Hold	2,505	–	–	0.21%	41
2025 Q2	$764K	Hold	2,505	–	–	0.19%	40
2025 Q1	$722K	Hold	2,505	–	–	0.2%	39
2024 Q4	$607K	Hold	2,505	–	–	0.17%	43
2024 Q3	$609K	Hold	2,505	–	–	0.17%	45
2024 Q2	$539K	Hold	2,505	–	–	0.16%	51
2024 Q1	$515K	Hold	2,505	–	–	0.16%	49
2023 Q4	$479K	Hold	2,505	–	–	0.17%	45
2023 Q3	$429K	Hold	2,505	–	–	0.15%	49
2023 Q2	$447K	Sell	2,505 -100	-4%	-$18.4K	0.16%	44
2023 Q1	$477K	Hold	2,605	–	–	0.16%	43
2022 Q4	$442K	Hold	2,605	–	–	0.17%	44
2022 Q3	$403K	Buy	2,605 +100	+4%	+$16.1K	0.17%	50
2022 Q2	$422K	Sell	2,505 -55	-2%	-$9.61K	0.18%	50
2022 Q1	$462K	Hold	2,560	–	–	0.19%	43
2021 Q4	$438K	Hold	2,560	–	–	0.2%	45
2021 Q3	$420K	Hold	2,560	–	–	0.2%	46
2021 Q2	$424K	Hold	2,560	–	–	0.2%	43
2021 Q1	$409K	Buy	2,560 +134	+6%	+$22.5K	0.21%	43
2020 Q4	$433K	Hold	2,426	–	–	0.23%	42
2020 Q3	$430K	Buy	2,426 +126	+5%	+$22.6K	0.25%	43
2020 Q2	$385K	Hold	2,300	–	–	0.24%	44
2020 Q1	$341K	Hold	2,300	–	–	0.22%	47
2019 Q4	$329K	Buy	2,300 +7	+0.3%	+$978	0.11%	56
2019 Q3	$318K	Hold	2,293	–	–	0.13%	53
2019 Q2	$305K	Hold	2,293	–	–	0.13%	46
2019 Q1	$280K	Sell	2,293 -2,376	-51%	-$293K	0.14%	42
2018 Q4	$566K	Buy	+4,669	New	+$542K	0.31%	27

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

Smith & Howard Wealth Management's GLD Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $176K and leaving 2,416 shares worth $890K. The position accounts for 0.18% of the portfolio, ranked #41.

Smith & Howard Wealth Management first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Smith & Howard Wealth Management held 2,416 shares of SPDR Gold Trust worth $890K as of Q2 2026.
Smith & Howard Wealth Management sold 426 SPDR Gold Trust shares in Q2 2026, an estimated $176K.
SPDR Gold Trust made up 0.18% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #41 holding.
Smith & Howard Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
Smith & Howard Wealth Management's SPDR Gold Trust position peaked at $1.2M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.