ULWM
GLD icon

Upper Left Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Upper Left 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 		$1.21M Sell
3,272
-27
-0.8% -$11.2K 0.67% 37
2026
Q1 		$1.42M Sell
3,299
-828
-20% -$371K 0.84% 29
2025
Q4 		$1.64M Sell
4,127
-486
-11% -$186K 1% 29
2025
Q3 		$1.64M Sell
4,613
-159
-3% -$50.7K 1.03% 30
2025
Q2 		$1.45M Sell
4,772
-776
-14% -$235K 0.97% 30
2025
Q1 		$1.6M Sell
5,548
-291
-5% -$77K 1.15% 28
2024
Q4 		$1.41M Sell
5,839
-132
-2% -$32.4K 1.21% 28
2024
Q3 		$1.38M Sell
5,971
-55
-0.9% -$12.6K 1.21% 28
2024
Q2 		$1.3M Buy
6,026
+847
+16% +$183K 1.17% 26
2024
Q1 		$1.07M Sell
5,179
-115
-2% -$22.1K 0.99% 30
2023
Q4 		$1.01M Sell
5,294
-449
-8% -$82.3K 0.99% 29
2023
Q3 		$985K Sell
5,743
-303
-5% -$54.2K 1.02% 26
2023
Q2 		$1.08M Sell
6,046
-283
-4% -$52K 1.2% 27
2023
Q1 		$1.16M Sell
6,329
-962
-13% -$169K 1.32% 23
2022
Q4 		$1.24M Sell
7,291
-913
-11% -$147K 1.46% 24
2022
Q3 		$1.29M Sell
8,204
-2,355
-22% -$379K 1.68% 21
2022
Q2 		$1.78M Sell
10,559
-214
-2% -$37.4K 2.06% 19
2022
Q1 		$1.93M Sell
10,773
-585
-5% -$103K 2% 21
2021
Q4 		$1.94M Buy
+11,358
New +$1.91M 1.94% 19

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Upper Left Wealth Management's GLD Position: Q2 2026 in Review

Upper Left Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.82% in Q2 2026, selling an estimated $11.2K and leaving 3,272 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #37.

Upper Left Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.94M in Q4 2021. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Upper Left Wealth Management held 3,272 shares of SPDR Gold Trust worth $1.21M as of Q2 2026.
  • Upper Left Wealth Management sold 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.67% of Upper Left Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Upper Left Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's SPDR Gold Trust position peaked at $1.94M in Q4 2021.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.