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Taylor & Morgan Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Taylor & Morgan 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 		$3.38M Hold
9,165
– – 1.66% 17
2026
Q1 		$3.94M Sell
9,165
-70
-0.8% -$31.3K 2.25% 13
2025
Q4 		$3.66M Buy
9,235
+6,163
+201% +$2.35M 2.05% 14
2025
Q3 		$1.09M Sell
3,072
-27
-0.9% -$8.6K 0.67% 24
2025
Q2 		$945K Buy
3,099
+230
+8% +$69.6K 0.64% 26
2025
Q1 		$827K Sell
2,869
-50
-2% -$13.2K 0.62% 26
2024
Q4 		$707K Hold
2,919
– – 0.5% 29
2024
Q3 		$709K Buy
2,919
+50
+2% +$11.4K 0.48% 30
2024
Q2 		$617K Hold
2,869
– – 0.44% 32
2024
Q1 		$590K Hold
2,869
– – 0.43% 34
2023
Q4 		$548K Sell
2,869
-170
-6% -$31.2K 0.44% 35
2023
Q3 		$521K Buy
3,039
+240
+9% +$42.9K 0.47% 35
2023
Q2 		$499K Hold
2,799
– – 0.41% 39
2023
Q1 		$513K Hold
2,799
– – 0.45% 39
2022
Q4 		$475K Sell
2,799
-400
-13% -$64.4K 0.45% 45
2022
Q3 		$495K Hold
3,199
– – 0.49% 41
2022
Q2 		$539K Hold
3,199
– – 0.51% 41
2022
Q1 		$578K Buy
3,199
+700
+28% +$123K 0.47% 44
2021
Q4 		$427K Buy
+2,499
New +$420K 0.35% 47

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

Taylor & Morgan Wealth Management's GLD Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 9,165 shares worth $3.38M. The position accounts for 1.66% of the portfolio, ranked #17.

Taylor & Morgan Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.94M in Q1 2026. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Taylor & Morgan Wealth Management held 9,165 shares of SPDR Gold Trust worth $3.38M as of Q2 2026.
  • Taylor & Morgan Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 1.66% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Taylor & Morgan Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's SPDR Gold Trust position peaked at $3.94M in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.