Turtle Creek Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Turtle Creek Wealth 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	$1.47M	Hold	3,983	–	–	0.08%	137
2026 Q1	$1.71M	Buy	3,983 +1,751	+78%	+$784K	0.13%	109
2025 Q4	$885K	Sell	2,232 -1,085	-33%	-$414K	0.07%	167
2025 Q3	$1.18M	Buy	3,317 +2,000	+152%	+$637K	0.11%	120
2025 Q2	$401K	Buy	+1,317	New	+$399K	0.05%	190
2024 Q1	–	Sell	-232	Closed	-$44.4K	–	445
2023 Q4	$44.4K	Buy	+232	New	+$42.5K	0.01%	279

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

Turtle Creek Wealth Advisors's GLD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,983 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #137.

Turtle Creek Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Turtle Creek Wealth Advisors held 3,983 shares of SPDR Gold Trust worth $1.47M as of Q2 2026.
Turtle Creek Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.08% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Turtle Creek Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's SPDR Gold Trust position peaked at $1.71M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.