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Triad Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Triad Wealth Partners’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 		$1.76M Sell
4,736
-476
-9% -$197K 0.1% 134
2026
Q1 		$2.24M Buy
5,212
+699
+15% +$313K 0.18% 93
2025
Q4 		$1.79M Sell
4,513
-48
-1% -$18.3K 0.17% 94
2025
Q3 		$1.62M Buy
4,561
+2,842
+165% +$906K 0.21% 81
2025
Q2 		$524K Buy
+1,719
New +$521K 0.11% 147
2024
Q3 		– Sell
-115
Closed -$24.7K – 377
2024
Q2 		$24.7K Buy
+115
New +$24.9K 0.01% 317

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

Triad Wealth Partners's GLD Position: Q2 2026 in Review

Triad Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 9.1% in Q2 2026, selling an estimated $197K and leaving 4,736 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #134.

Triad Wealth Partners first reported a position in GLD in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Triad Wealth Partners held 4,736 shares of SPDR Gold Trust worth $1.76M as of Q2 2026.
  • Triad Wealth Partners sold 476 SPDR Gold Trust shares in Q2 2026, an estimated $197K.
  • SPDR Gold Trust made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Triad Wealth Partners first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's SPDR Gold Trust position peaked at $2.24M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.