Stonehaven Wealth & Tax Solutions’s SPDR Gold Trust GLD Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.34M	Buy	3,638 +18	+0.5%	+$7.46K	1.07%	24
2026 Q1	$1.56M	Buy	3,620 +12	+0.3%	+$5.37K	1.38%	19
2025 Q4	$1.43M	Sell	3,608 -690	-16%	-$264K	1.28%	20
2025 Q3	$1.53M	Buy	4,298 +7	+0.2%	+$2.23K	1.41%	20
2025 Q2	$1.31M	Sell	4,291 -181	-4%	-$54.8K	1.28%	21
2025 Q1	$1.29M	Buy	4,472 +199	+5%	+$52.6K	1.36%	20
2024 Q4	$1.03M	Buy	+4,273	New	+$1.05M	1.13%	29

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

Stonehaven Wealth & Tax Solutions's GLD Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its SPDR Gold Trust (GLD) stake by 0.5% in Q2 2026, buying an estimated $7.46K and bringing the position to 3,638 shares worth $1.34M. The position accounts for 1.07% of the portfolio, ranked #24.

Stonehaven Wealth & Tax Solutions first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 3,638 shares of SPDR Gold Trust worth $1.34M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 18 SPDR Gold Trust shares in Q2 2026, an estimated $7.46K.
SPDR Gold Trust made up 1.07% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #24 holding.
Stonehaven Wealth & Tax Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's SPDR Gold Trust position peaked at $1.56M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.