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Spire Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Spire 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 		$11.1M Sell
30,254
-127
-0.4% -$52.6K 0.34% 69
2026
Q1 		$13.1M Sell
30,381
-53
-0.2% -$23.7K 0.45% 48
2025
Q4 		$12.1M Sell
30,434
-2,371
-7% -$905K 0.4% 52
2025
Q3 		$11.7M Buy
32,805
+3,864
+13% +$1.23M 0.4% 54
2025
Q2 		$8.82M Buy
28,941
+4,658
+19% +$1.41M 0.32% 64
2025
Q1 		$7M Buy
24,283
+14,154
+140% +$3.74M 0.22% 94
2024
Q4 		$2.45M Buy
10,129
+897
+10% +$220K 0.08% 221
2024
Q3 		$2.24M Sell
9,232
-188
-2% -$43.1K 0.08% 211
2024
Q2 		$2.03M Sell
9,420
-3,319
-26% -$718K 0.07% 229
2024
Q1 		$2.62M Buy
12,739
+193
+2% +$37K 0.05% 213
2023
Q4 		$2.36M Sell
12,546
-11,117
-47% -$2.04M 0.08% 214
2023
Q3 		$4.06M Sell
23,663
-1,031
-4% -$184K 0.15% 142
2023
Q2 		$4.4M Sell
24,694
-1,519
-6% -$279K 0.16% 122
2023
Q1 		$4.8M Buy
26,213
+7,160
+38% +$1.26M 0.19% 114
2022
Q4 		$3.23M Sell
19,053
-2,519
-12% -$406K 0.18% 120
2022
Q3 		$3.34M Sell
21,572
-12,946
-38% -$2.08M 0.2% 105
2022
Q2 		$5.82M Sell
34,518
-10,857
-24% -$1.9M 0.24% 105
2022
Q1 		$8.2M Sell
45,375
-4,394
-9% -$771K 0.22% 120
2021
Q4 		$8.51M Buy
49,769
+15,719
+46% +$2.64M 0.19% 131
2021
Q3 		$5.59M Buy
34,050
+1,727
+5% +$289K 0.15% 155
2021
Q2 		$5.35M Sell
32,323
-8,711
-21% -$1.48M 0.14% 158
2021
Q1 		$6.37M Buy
+41,034
New +$6.9M 0.17% 139

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Spire Wealth Management's GLD Position: Q2 2026 in Review

Spire Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.42% in Q2 2026, selling an estimated $52.6K and leaving 30,254 shares worth $11.1M. The position accounts for 0.34% of the portfolio, ranked #69.

Spire Wealth Management first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.1M in Q1 2026. 1,046 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Spire Wealth Management held 30,254 shares of SPDR Gold Trust worth $11.1M as of Q2 2026.
  • Spire Wealth Management sold 127 SPDR Gold Trust shares in Q2 2026, an estimated $52.6K.
  • SPDR Gold Trust made up 0.34% of Spire Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Spire Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's SPDR Gold Trust position peaked at $13.1M in Q1 2026.
  • 1,046 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.