TritonPoint Wealth’s SPDR Gold Trust GLD Stock Holding History

TritonPoint 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	$456K	Sell	1,239 -127	-9%	-$52.6K	0.04%	187
2026 Q1	$588K	Sell	1,366 -80	-6%	-$35.8K	0.06%	157
2025 Q4	$573K	Hold	1,446	–	–	0.06%	163
2025 Q3	$514K	Buy	1,446 +132	+10%	+$42.1K	0.04%	218
2025 Q2	$401K	Sell	1,314 -385	-23%	-$117K	0.04%	239
2025 Q1	$490K	Buy	1,699 +14	+0.8%	+$3.7K	0.05%	217
2024 Q4	$408K	Hold	1,685	–	–	0.04%	232
2024 Q3	$413K	Buy	1,685 +200	+13%	+$45.8K	0.04%	231
2024 Q2	$319K	Sell	1,485 -200	-12%	-$43.3K	0.03%	250
2024 Q1	$322K	Sell	1,685 -385	-19%	-$73.9K	0.03%	250
2023 Q4	$396K	Buy	+2,070	New	+$379K	0.04%	238

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TritonPoint Wealth's GLD Position: Q2 2026 in Review

TritonPoint Wealth reduced its SPDR Gold Trust (GLD) stake by 9.3% in Q2 2026, selling an estimated $52.6K and leaving 1,239 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #187.

TritonPoint Wealth first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $588K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

TritonPoint Wealth held 1,239 shares of SPDR Gold Trust worth $456K as of Q2 2026.
TritonPoint Wealth sold 127 SPDR Gold Trust shares in Q2 2026, an estimated $52.6K.
SPDR Gold Trust made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #187 holding.
TritonPoint Wealth first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's SPDR Gold Trust position peaked at $588K in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.