TWM
GLD icon

Thrive Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Thrive 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 		$309K Sell
840
-35
-4% -$14.5K 0.04% 188
2026
Q1 		$377K Buy
875
+122
+16% +$54.6K 0.06% 149
2025
Q4 		$298K Hold
753
– – 0.04% 179
2025
Q3 		$268K Buy
753
+15
+2% +$4.78K 0.04% 197
2025
Q2 		$225K Buy
+738
New +$223K 0.04% 210

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

Thrive Wealth Management's GLD Position: Q2 2026 in Review

Thrive Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4% in Q2 2026, selling an estimated $14.5K and leaving 840 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #188.

Thrive Wealth Management first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $377K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Thrive Wealth Management held 840 shares of SPDR Gold Trust worth $309K as of Q2 2026.
  • Thrive Wealth Management sold 35 SPDR Gold Trust shares in Q2 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Thrive Wealth Management first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Thrive Wealth Management's SPDR Gold Trust position peaked at $377K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.