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Torrey-Payne Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Torrey-Payne 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 		$974K Buy
2,643
+87
+3% +$36K 0.8% 18
2026
Q1 		$1.1M Buy
2,556
+47
+2% +$21K 1.01% 15
2025
Q4 		$1.17M Buy
+2,509
New +$958K 1.04% 17

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Torrey-Payne Wealth Management's GLD Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.4% in Q2 2026, buying an estimated $36K and bringing the position to 2,643 shares worth $974K. The position accounts for 0.8% of the portfolio, ranked #18.

Torrey-Payne Wealth Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 3,017 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Torrey-Payne Wealth Management held 2,643 shares of SPDR Gold Trust worth $974K as of Q2 2026.
  • Torrey-Payne Wealth Management bought 87 SPDR Gold Trust shares in Q2 2026, an estimated $36K.
  • SPDR Gold Trust made up 0.8% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Torrey-Payne Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's SPDR Gold Trust position peaked at $1.17M in Q4 2025.
  • 3,017 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.