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Strategies Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Strategies Wealth Advisors’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 		$1.11M Sell
3,018
-13
-0.4% -$5.39K 0.1% 79
2026
Q1 		$1.3M Buy
3,031
+553
+22% +$248K 0.13% 55
2025
Q4 		$982K Sell
2,478
-319
-11% -$122K 0.1% 61
2025
Q3 		$994K Sell
2,797
-1,586
-36% -$505K 0.1% 61
2025
Q2 		$1.34M Sell
4,383
-269
-6% -$81.5K 0.15% 46
2025
Q1 		$1.34M Sell
4,652
-4,265
-48% -$1.13M 0.16% 45
2024
Q4 		$2.39M Sell
8,917
-4,678
-34% -$1.15M 0.3% 32
2024
Q3 		$3.3M Sell
13,595
-6,725
-33% -$1.54M 0.44% 26
2024
Q2 		$4.37M Sell
20,320
-10,308
-34% -$2.23M 0.64% 21
2024
Q1 		$6.3M Sell
30,628
-16,367
-35% -$3.14M 0.97% 16
2023
Q4 		$8.98M Sell
46,995
-6,971
-13% -$1.28M 1.53% 14
2023
Q3 		$9.25M Sell
53,966
-363
-0.7% -$64.9K 1.82% 15
2023
Q2 		$9.69M Buy
54,329
+308
+0.6% +$56.6K 1.98% 14
2023
Q1 		$9.9M Buy
54,021
+3,079
+6% +$542K 2.18% 13
2022
Q4 		$8.64M Buy
+50,942
New +$8.21M 2.13% 14
2022
Q2 		$7.75M Sell
45,983
-134
-0.3% -$23.4K 2.22% 10
2022
Q1 		$8.33M Buy
46,117
+1,241
+3% +$218K 2.23% 10
2021
Q4 		$7.67M Buy
+44,876
New +$7.53M 2.15% 12

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

Strategies Wealth Advisors's GLD Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.43% in Q2 2026, selling an estimated $5.39K and leaving 3,018 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #79.

Strategies Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.9M in Q1 2023. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Strategies Wealth Advisors held 3,018 shares of SPDR Gold Trust worth $1.11M as of Q2 2026.
  • Strategies Wealth Advisors sold 13 SPDR Gold Trust shares in Q2 2026, an estimated $5.39K.
  • SPDR Gold Trust made up 0.1% of Strategies Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Strategies Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's SPDR Gold Trust position peaked at $9.9M in Q1 2023.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.