TWD
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True Wealth Design’s SPDR Gold Trust GLD Stock Holding History

True Wealth Design’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 		$77K Sell
209
-108
-34% -$44.7K 0.02% 337
2026
Q1 		$136K Buy
317
+261
+466% +$117K 0.04% 153
2025
Q4 		$22.2K Hold
56
– – 0.01% 579
2025
Q3 		$19.9K Buy
+56
New +$17.8K 0.01% 617
2023
Q3 		– Sell
-7
Closed -$1.25K – 790
2023
Q2 		$1.25K Hold
7
– – ﹤0.01% 305
2023
Q1 		$1.28K Buy
+7
New +$1.23K ﹤0.01% 375

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

True Wealth Design's GLD Position: Q2 2026 in Review

True Wealth Design reduced its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, selling an estimated $44.7K and leaving 209 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #337.

True Wealth Design first reported a position in GLD in Q1 2023 and has held it in 6 quarters since. The position peaked at $136K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • True Wealth Design held 209 shares of SPDR Gold Trust worth $77K as of Q2 2026.
  • True Wealth Design sold 108 SPDR Gold Trust shares in Q2 2026, an estimated $44.7K.
  • SPDR Gold Trust made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #337 holding.
  • True Wealth Design first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 6 quarters since.
  • True Wealth Design's SPDR Gold Trust position peaked at $136K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.