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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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 1,434 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.
  • 1,434 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.