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

Smith Salley 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 		$242K Buy
656
+50
+8% +$20.7K 0.01% 255
2026
Q1 		$261K Sell
606
-20
-3% -$8.96K 0.01% 236
2025
Q4 		$248K Hold
626
– – 0.01% 242
2025
Q3 		$223K Buy
+626
New +$199K 0.01% 252

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Smith Salley Wealth Management increased its SPDR Gold Trust (GLD) stake by 8.3% in Q2 2026, buying an estimated $20.7K and bringing the position to 656 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #255.

Smith Salley Wealth Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Smith Salley Wealth Management held 656 shares of SPDR Gold Trust worth $242K as of Q2 2026.
  • Smith Salley Wealth Management bought 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
  • SPDR Gold Trust made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Smith Salley Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Smith Salley Wealth Management's SPDR Gold Trust position peaked at $261K in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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