U.S. Wealth Group’s SPDR Gold Trust GLD Stock Holding History

U.S. Wealth Group’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	$6.3M	Sell	17,096 -1,085	-6%	-$449K	3.77%	8
2026 Q1	$7.82M	Sell	18,181 -281	-2%	-$126K	5.29%	6
2025 Q4	$7.32M	Buy	18,462 +18	+0.1%	+$6.87K	4.82%	7
2025 Q3	$6.56M	Sell	18,444 -9,466	-34%	-$3.02M	4.28%	7
2025 Q2	$8.51M	Sell	27,910 -41,117	-60%	-$12.5M	6.63%	1
2025 Q1	$19.9M	Sell	69,027 -5,694	-8%	-$1.51M	15.76%	1
2024 Q4	$18.1M	Buy	+74,721	New	+$18.4M	13.68%	1

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

U.S. Wealth Group's GLD Position: Q2 2026 in Review

U.S. Wealth Group reduced its SPDR Gold Trust (GLD) stake by 6% in Q2 2026, selling an estimated $449K and leaving 17,096 shares worth $6.3M. The position accounts for 3.77% of the portfolio, ranked #8.

U.S. Wealth Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9M in Q1 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

U.S. Wealth Group held 17,096 shares of SPDR Gold Trust worth $6.3M as of Q2 2026.
U.S. Wealth Group sold 1,085 SPDR Gold Trust shares in Q2 2026, an estimated $449K.
SPDR Gold Trust made up 3.77% of U.S. Wealth Group's portfolio in Q2 2026, its #8 holding.
U.S. Wealth Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
U.S. Wealth Group's SPDR Gold Trust position peaked at $19.9M in Q1 2025.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.