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Syntegra Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Syntegra Private Wealth Group’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 		– Sell
-532
Closed -$229K – 205
2026
Q1 		$229K Sell
532
-19
-3% -$8.51K 0.02% 177
2025
Q4 		$218K Sell
551
-65
-11% -$24.8K 0.02% 183
2025
Q3 		$219K Buy
+616
New +$196K 0.02% 179

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

Syntegra Private Wealth Group's GLD Position: Q2 2026 in Review

Syntegra Private Wealth Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 532 shares — an estimated $229K sold.

Syntegra Private Wealth Group first reported a position in GLD in Q3 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2026. 3,034 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Syntegra Private Wealth Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 532 SPDR Gold Trust shares in Q2 2026, an estimated $229K.
  • Syntegra Private Wealth Group first reported a position in SPDR Gold Trust in Q3 2025 and held it in 3 quarters.
  • Syntegra Private Wealth Group's SPDR Gold Trust position peaked at $229K in Q1 2026.
  • 3,034 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.