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

SpringVest 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	$2.45M	Buy	6,646 +24	+0.4%	+$9.94K	1.54%	18
2026 Q1	$2.85M	Buy	6,622 +26	+0.4%	+$11.6K	1.95%	13
2025 Q4	$2.61M	Sell	6,596 -293	-4%	-$112K	1.82%	13
2025 Q3	$2.45M	Buy	6,889 +592	+9%	+$189K	1.8%	14
2025 Q2	$1.92M	Buy	6,297 +634	+11%	+$192K	1.55%	17
2025 Q1	$1.63M	Buy	5,663 +335	+6%	+$88.6K	1.35%	16
2024 Q4	$1.29M	Buy	+5,328	New	+$1.31M	1.11%	18

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

SpringVest Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.36% in Q2 2026, buying an estimated $9.94K and bringing the position to 6,646 shares worth $2.45M. The position accounts for 1.54% of the portfolio, ranked #18.

SpringVest Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2026. 1,236 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SpringVest Wealth Management held 6,646 shares of SPDR Gold Trust worth $2.45M as of Q2 2026.
SpringVest Wealth Management bought 24 SPDR Gold Trust shares in Q2 2026, an estimated $9.94K.
SPDR Gold Trust made up 1.54% of SpringVest Wealth Management's portfolio in Q2 2026, its #18 holding.
SpringVest Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's SPDR Gold Trust position peaked at $2.85M in Q1 2026.
1,236 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.