TW
GLD icon

Towerpoint Wealth’s SPDR Gold Trust GLD Stock Holding History

Towerpoint Wealth’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 		$1.85M Buy
5,020
+8
+0.2% +$3.31K 0.64% 31
2026
Q1 		$2.16M Sell
5,012
-50
-1% -$22.4K 0.87% 27
2025
Q4 		$2.01M Sell
5,062
-14
-0.3% -$5.35K 0.79% 27
2025
Q3 		$1.8M Buy
5,076
+167
+3% +$53.2K 0.74% 30
2025
Q2 		$1.5M Sell
4,909
-61
-1% -$18.5K 0.66% 33
2025
Q1 		$1.43M Buy
4,970
+86
+2% +$22.7K 0.71% 29
2024
Q4 		$1.18M Sell
4,884
-24
-0.5% -$5.9K 0.58% 31
2024
Q3 		$1.19M Sell
4,908
-14
-0.3% -$3.21K 0.57% 31
2024
Q2 		$1.06M Buy
4,922
+128
+3% +$27.7K 0.53% 33
2024
Q1 		$986K Buy
4,794
+237
+5% +$45.5K 0.5% 35
2023
Q4 		$871K Sell
4,557
-23
-0.5% -$4.21K 0.47% 35
2023
Q3 		$785K Sell
4,580
-189
-4% -$33.8K 0.47% 37
2023
Q2 		$850K Sell
4,769
-208
-4% -$38.2K 0.48% 37
2023
Q1 		$912K Buy
4,977
+1,346
+37% +$237K 0.52% 33
2022
Q4 		$616K Buy
3,631
+363
+11% +$58.5K 0.36% 45
2022
Q3 		$505K Buy
3,268
+575
+21% +$92.5K 0.3% 49
2022
Q2 		$454K Buy
2,693
+205
+8% +$35.8K 0.27% 54
2022
Q1 		$449K Buy
2,488
+195
+9% +$34.2K 0.22% 57
2021
Q4 		$392K Buy
2,293
+135
+6% +$22.7K 0.19% 57
2021
Q3 		$354K Buy
2,158
+693
+47% +$116K 0.18% 56
2021
Q2 		$243K Buy
+1,465
New +$249K 0.12% 68

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Towerpoint Wealth's GLD Position: Q2 2026 in Review

Towerpoint Wealth increased its SPDR Gold Trust (GLD) stake by 0.16% in Q2 2026, buying an estimated $3.31K and bringing the position to 5,020 shares worth $1.85M. The position accounts for 0.64% of the portfolio, ranked #31.

Towerpoint Wealth first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2026. 775 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Towerpoint Wealth held 5,020 shares of SPDR Gold Trust worth $1.85M as of Q2 2026.
  • Towerpoint Wealth bought 8 SPDR Gold Trust shares in Q2 2026, an estimated $3.31K.
  • SPDR Gold Trust made up 0.64% of Towerpoint Wealth's portfolio in Q2 2026, its #31 holding.
  • Towerpoint Wealth first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Towerpoint Wealth's SPDR Gold Trust position peaked at $2.16M in Q1 2026.
  • 775 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.