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StrongBox Wealth’s SPDR Gold Trust GLD Stock Holding History

StrongBox 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
2026
Q2 		$718K Buy
1,949
+85
+5% +$35.2K 0.2% 63
2026
Q1 		$802K Buy
1,864
+275
+17% +$123K 0.26% 55
2025
Q4 		$630K Buy
1,589
+90
+6% +$34.4K 0.21% 60
2025
Q3 		$533K Buy
1,499
+12
+0.8% +$3.82K 0.18% 65
2025
Q2 		$453K Buy
1,487
+136
+10% +$41.2K 0.17% 68
2025
Q1 		$389K Buy
1,351
+90
+7% +$23.8K 0.16% 71
2024
Q4 		$305K Hold
1,261
– – 0.13% 73
2024
Q3 		$306K Sell
1,261
-128
-9% -$29.3K 0.13% 73
2024
Q2 		$299K Sell
1,389
-22
-2% -$4.76K 0.14% 70
2024
Q1 		$290K Hold
1,411
– – 0.15% 67
2023
Q4 		$270K Sell
1,411
-100
-7% -$18.3K 0.16% 66
2023
Q3 		$259K Hold
1,511
– – 0.16% 70
2023
Q2 		$269K Sell
1,511
-255
-14% -$46.9K 0.17% 73
2023
Q1 		$324K Sell
1,766
-45
-2% -$7.92K 0.22% 65
2022
Q4 		$307K Sell
1,811
-3,990
-69% -$643K 0.22% 64
2022
Q3 		$897K Sell
5,801
-2,400
-29% -$386K 0.65% 47
2022
Q2 		$1.38M Buy
8,201
+48
+0.6% +$8.38K 0.89% 39
2022
Q1 		$1.47M Sell
8,153
-290
-3% -$50.9K 0.84% 43
2021
Q4 		$1.44M Sell
8,443
-145
-2% -$24.3K 0.72% 44
2021
Q3 		$1.41M Hold
8,588
– – 0.79% 45
2021
Q2 		$1.42M Buy
8,588
+1,395
+19% +$237K 0.82% 44
2021
Q1 		$1.15M Buy
7,193
+2,088
+41% +$351K 0.71% 42
2020
Q4 		$911K Buy
+5,105
New +$899K 0.59% 43

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

StrongBox Wealth's GLD Position: Q2 2026 in Review

StrongBox Wealth increased its SPDR Gold Trust (GLD) stake by 4.6% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,949 shares worth $718K. The position accounts for 0.2% of the portfolio, ranked #63.

StrongBox Wealth first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2022. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • StrongBox Wealth held 1,949 shares of SPDR Gold Trust worth $718K as of Q2 2026.
  • StrongBox Wealth bought 85 SPDR Gold Trust shares in Q2 2026, an estimated $35.2K.
  • SPDR Gold Trust made up 0.2% of StrongBox Wealth's portfolio in Q2 2026, its #63 holding.
  • StrongBox Wealth first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • StrongBox Wealth's SPDR Gold Trust position peaked at $1.47M in Q1 2022.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.