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Spartan Wealth Advisory Services LLC’s SPDR Gold Trust GLD Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$941K Buy
2,555
+415
+19% +$172K 0.08% 167
2026
Q1 		$921K Buy
+2,140
New +$958K 0.08% 160

Other funds holding GLD

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 $59.9B AUM 27.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's GLD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, buying an estimated $172K and bringing the position to 2,555 shares worth $941K. The position accounts for 0.08% of the portfolio, ranked #167.

Spartan Wealth Advisory Services LLC first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,555 shares of SPDR Gold Trust worth $941K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 415 SPDR Gold Trust shares in Q2 2026, an estimated $172K.
  • SPDR Gold Trust made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #167 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.