SW
GLD icon

SteelPeak Wealth’s SPDR Gold Trust GLD Stock Holding History

SteelPeak Wealth’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
2025
Q2 		– Hold
0
– -$547K – 611
2025
Q1 		– Hold
0
– – – 333
2024
Q4 		– Hold
0
– – – 218
2024
Q3 		– Hold
0
– – – 322
2024
Q2 		– Hold
0
– -$370K – 561
2024
Q1 		– Hold
0
– – – 336
2021
Q3 		– Sell
-2,000
Closed -$331K – 444
2021
Q2 		$331K Buy
+2,000
New +$340K 0.02% 323

Other funds holding GLD

MM
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SteelPeak Wealth's GLD Position: Q2 2026 in Review

SteelPeak Wealth increased its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, buying an estimated $1.36M and bringing the position to 9,931 shares worth $3.66M. The position accounts for 0.09% of the portfolio, ranked #158.

SteelPeak Wealth first reported a position in GLD in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.35M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SteelPeak Wealth held 9,931 shares of SPDR Gold Trust worth $3.66M as of Q2 2026.
  • SteelPeak Wealth bought 3,293 SPDR Gold Trust shares in Q2 2026, an estimated $1.36M.
  • SPDR Gold Trust made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #158 holding.
  • SteelPeak Wealth first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • SteelPeak Wealth's SPDR Gold Trust position peaked at $4.35M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.