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The Wealth Group’s SPDR Gold Trust GLD Stock Holding History

The 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 		$241K Hold
654
– – 0.05% 80
2026
Q1 		$281K Hold
654
– – 0.06% 65
2025
Q4 		$259K Buy
+654
New +$250K 0.06% 69

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

The Wealth Group's GLD Position: Q2 2026 in Review

The Wealth Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 654 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #80.

The Wealth Group first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • The Wealth Group held 654 shares of SPDR Gold Trust worth $241K as of Q2 2026.
  • The Wealth Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #80 holding.
  • The Wealth Group first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • The Wealth Group's SPDR Gold Trust position peaked at $281K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.