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Strait & Sound Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Strait & Sound 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 		$699K Buy
1,898
+550
+41% +$228K 0.25% 84
2026
Q1 		$580K Buy
1,348
+51
+4% +$22.8K 0.22% 87
2025
Q4 		$514K Hold
1,297
– – 0.19% 91
2025
Q3 		$461K Buy
1,297
+20
+2% +$6.37K 0.18% 90
2025
Q2 		$389K Hold
1,277
– – 0.17% 100
2025
Q1 		$368K Sell
1,277
-9
-0.7% -$2.38K 0.17% 96
2024
Q4 		$311K Buy
1,286
+112
+10% +$27.5K 0.14% 110
2024
Q3 		$285K Sell
1,174
-10
-0.8% -$2.29K 0.14% 115
2024
Q2 		$255K Buy
1,184
+3
+0.3% +$649 0.13% 126
2024
Q1 		$260K Buy
1,181
+100
+9% +$19.2K 0.15% 110
2023
Q4 		$201K Buy
+1,081
New +$198K 0.13% 125
2023
Q2 		– Sell
-1,430
Closed -$262K – 110
2023
Q1 		$262K Hold
1,430
– – 0.26% 91
2022
Q4 		$254K Buy
+1,430
New +$230K 0.28% 88

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

Strait & Sound Wealth Management's GLD Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its SPDR Gold Trust (GLD) stake by 41% in Q2 2026, buying an estimated $228K and bringing the position to 1,898 shares worth $699K. The position accounts for 0.25% of the portfolio, ranked #84.

Strait & Sound Wealth Management first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Strait & Sound Wealth Management held 1,898 shares of SPDR Gold Trust worth $699K as of Q2 2026.
  • Strait & Sound Wealth Management bought 550 SPDR Gold Trust shares in Q2 2026, an estimated $228K.
  • SPDR Gold Trust made up 0.25% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Strait & Sound Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.