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TrueWealth Advisors’s SPDR Gold Trust GLD Stock Holding History

TrueWealth Advisors’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 		$381K Hold
1,033
– – 0.09% 172
2026
Q1 		$444K Sell
1,033
-173
-14% -$77.5K 0.11% 153
2025
Q4 		$478K Buy
1,206
+107
+10% +$40.9K 0.12% 138
2025
Q3 		$391K Buy
1,099
+97
+10% +$30.9K 0.11% 154
2025
Q2 		$305K Buy
1,002
+17
+2% +$5.15K 0.09% 167
2025
Q1 		$284K Hold
985
– – 0.09% 167
2024
Q4 		$238K Sell
985
-3
-0.3% -$737 0.08% 198
2024
Q3 		$240K Sell
988
-106
-10% -$24.3K 0.08% 194
2024
Q2 		$235K Sell
1,094
-31
-3% -$6.71K 0.09% 201
2024
Q1 		$231K Buy
+1,125
New +$216K 0.09% 188
2022
Q3 		– Sell
-1,498
Closed -$252K – 170
2022
Q2 		$252K Buy
+1,498
New +$262K 0.12% 135
2021
Q2 		– Sell
-2,023
Closed -$337K – 133
2021
Q1 		$337K Buy
+2,023
New +$340K 0.22% 82

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

TrueWealth Advisors's GLD Position: Q2 2026 in Review

TrueWealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,033 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #172.

TrueWealth Advisors first reported a position in GLD in Q1 2021 and has held it in 12 quarters since. The position peaked at $478K in Q4 2025. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • TrueWealth Advisors held 1,033 shares of SPDR Gold Trust worth $381K as of Q2 2026.
  • TrueWealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #172 holding.
  • TrueWealth Advisors first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 12 quarters since.
  • TrueWealth Advisors's SPDR Gold Trust position peaked at $478K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.