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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

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

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. 3,037 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.
  • 3,037 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.