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Tyler-Stone Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Tyler-Stone 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
2025
Q2 		$4.85M Buy
15,925
+269
+2% +$81.5K 0.78% 30
2025
Q1 		$4.51M Buy
15,656
+756
+5% +$200K 0.81% 30
2024
Q4 		$3.61M Buy
14,900
+2,168
+17% +$533K 0.64% 35
2024
Q3 		$3.09M Buy
12,732
+6,076
+91% +$1.39M 0.58% 36
2024
Q2 		$1.43M Sell
6,656
-201
-3% -$43.5K 0.59% 37
2024
Q1 		$1.41M Sell
6,857
-335
-5% -$64.3K 0.62% 36
2023
Q4 		$1.37M Sell
7,192
-180
-2% -$33K 0.69% 33
2023
Q3 		$1.26M Sell
7,372
-248
-3% -$44.3K 0.72% 32
2023
Q2 		$1.36M Buy
+7,620
New +$1.4M 0.77% 30
2022
Q4 		$1.3M Sell
7,677
-571
-7% -$92K 0.89% 25
2022
Q3 		$1.28M Sell
8,248
-2,925
-26% -$470K 0.97% 23
2022
Q2 		$1.88M Sell
11,173
-436
-4% -$76.1K 1.25% 18
2022
Q1 		$2.1M Buy
11,609
+280
+2% +$49.1K 1.15% 20
2021
Q4 		$1.94M Buy
+11,329
New +$1.9M 1.02% 23

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tyler-Stone Wealth Management's GLD Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2025, buying an estimated $81.5K and bringing the position to 15,925 shares worth $4.85M. The position accounts for 0.78% of the portfolio, ranked #30.

Tyler-Stone Wealth Management first reported a position in GLD in Q4 2021 and has held it in 14 quarters since. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Tyler-Stone Wealth Management held 15,925 shares of SPDR Gold Trust worth $4.85M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 269 SPDR Gold Trust shares in Q2 2025, an estimated $81.5K.
  • SPDR Gold Trust made up 0.78% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Tyler-Stone Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 14 quarters since.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.