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TLWM Financial’s SPDR Gold Trust GLD Stock Holding History

TLWM Financial’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 		$410K Hold
1,112
– – 0.07% 63
2026
Q1 		$478K Buy
1,112
+62
+6% +$27.8K 0.09% 61
2025
Q4 		$416K Buy
1,050
+17
+2% +$6.49K 0.08% 64
2025
Q3 		$367K Buy
1,033
+284
+38% +$90.5K 0.07% 69
2025
Q2 		$228K Buy
749
+32
+4% +$9.69K 0.04% 70
2025
Q1 		$207K Buy
+717
New +$190K 0.04% 74

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

TLWM Financial's GLD Position: Q2 2026 in Review

TLWM Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,112 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #63.

TLWM Financial first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $478K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • TLWM Financial held 1,112 shares of SPDR Gold Trust worth $410K as of Q2 2026.
  • TLWM Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.07% of TLWM Financial's portfolio in Q2 2026, its #63 holding.
  • TLWM Financial first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • TLWM Financial's SPDR Gold Trust position peaked at $478K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.