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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
Q1 		– Sell
-100
Closed -$25K – 93
2025
Q4 		$25K Hold
100
– – 0.01% 91
2025
Q3 		$25K Buy
+100
New +$31.9K 0.01% 88

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

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.