Spectrum Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Spectrum Wealth Advisory Group’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	$716K	Hold	1,945	–	–	0.2%	42
2026 Q1	$837K	Sell	1,945 -51	-3%	-$22.8K	0.31%	35
2025 Q4	$791K	Buy	1,996 +368	+23%	+$141K	0.29%	32
2025 Q3	$579K	Sell	1,628 -5	-0.3%	-$1.59K	0.24%	36
2025 Q2	$498K	Hold	1,633	–	–	0.23%	37
2025 Q1	$471K	Buy	1,633 +10	+0.6%	+$2.64K	0.23%	34
2024 Q4	$393K	Buy	1,623 +8	+0.5%	+$1.97K	0.19%	39
2024 Q3	$393K	Hold	1,615	–	–	0.22%	34
2024 Q2	$347K	Buy	1,615 +208	+15%	+$45K	0.37%	26
2024 Q1	$289K	Hold	1,407	–	–	0.33%	26
2023 Q4	$269K	Hold	1,407	–	–	0.33%	26
2023 Q3	$241K	Buy	+1,407	New	+$252K	0.33%	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

Spectrum Wealth Advisory Group's GLD Position: Q2 2026 in Review

Spectrum Wealth Advisory Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,945 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #42.

Spectrum Wealth Advisory Group first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $837K in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Spectrum Wealth Advisory Group held 1,945 shares of SPDR Gold Trust worth $716K as of Q2 2026.
Spectrum Wealth Advisory Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.2% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #42 holding.
Spectrum Wealth Advisory Group first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
Spectrum Wealth Advisory Group's SPDR Gold Trust position peaked at $837K in Q1 2026.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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