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Twelve Points Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Twelve Points Wealth Management’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 		$3.8M Sell
10,320
-127
-1% -$52.6K 0.76% 26
2026
Q1 		$4.5M Sell
10,447
-5,168
-33% -$2.31M 0.99% 20
2025
Q4 		$6.47M Sell
15,615
-479
-3% -$183K 1.46% 14
2025
Q3 		$5.72M Sell
16,094
-653
-4% -$208K 1.43% 15
2025
Q2 		$5.1M Sell
16,747
-93
-0.6% -$28.2K 1.37% 13
2025
Q1 		$4.85M Sell
16,840
-653
-4% -$173K 1.32% 13
2024
Q4 		$4.24M Sell
17,493
-150
-0.9% -$36.9K 1.22% 14
2024
Q3 		$4.29M Sell
17,643
-44
-0.2% -$10.1K 1.35% 13
2024
Q2 		$3.8M Buy
17,687
+38
+0.2% +$8.22K 1.34% 14
2024
Q1 		$3.63M Sell
17,649
-13
-0.1% -$2.5K 1.33% 11
2023
Q4 		$3.38M Sell
17,662
-655
-4% -$120K 1.6% 10
2023
Q3 		$3.14M Buy
18,317
+73
+0.4% +$13.1K 1.56% 13
2023
Q2 		$3.25M Buy
18,244
+31
+0.2% +$5.7K 1.73% 11
2023
Q1 		$3.34M Sell
18,213
-416
-2% -$73.2K 1.91% 10
2022
Q4 		$3.16M Buy
18,629
+4,808
+35% +$774K 2.15% 8
2022
Q3 		$2.14M Buy
13,821
+105
+0.8% +$16.9K 1.66% 10
2022
Q2 		$2.31M Sell
13,716
-38
-0.3% -$6.64K 1.78% 9
2022
Q1 		$2.48M Sell
13,754
-326
-2% -$57.2K 1.86% 7
2021
Q4 		$2.41M Buy
+14,080
New +$2.36M 1.95% 5

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

Twelve Points Wealth Management's GLD Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q2 2026, selling an estimated $52.6K and leaving 10,320 shares worth $3.8M. The position accounts for 0.76% of the portfolio, ranked #26.

Twelve Points Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.47M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Twelve Points Wealth Management held 10,320 shares of SPDR Gold Trust worth $3.8M as of Q2 2026.
  • Twelve Points Wealth Management sold 127 SPDR Gold Trust shares in Q2 2026, an estimated $52.6K.
  • SPDR Gold Trust made up 0.76% of Twelve Points Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Twelve Points Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's SPDR Gold Trust position peaked at $6.47M in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.