UWM
GLD icon

USAdvisors Wealth Management’s SPDR Gold Trust GLD Stock Holding History

USAdvisors 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 		$442K Buy
1,200
+65
+6% +$26.9K 0.13% 94
2026
Q1 		$470K Sell
1,135
-107
-9% -$47.9K 0.16% 84
2025
Q4 		$492K Buy
1,242
+72
+6% +$27.5K 0.16% 81
2025
Q3 		$415K Sell
1,170
-324
-22% -$103K 0.14% 89
2025
Q2 		$455K Sell
1,494
-8,231
-85% -$2.49M 0.17% 85
2025
Q1 		$2.8M Buy
9,725
+1,369
+16% +$362K 0.98% 30
2024
Q4 		$2.02M Sell
8,356
-457
-5% -$112K 0.66% 41
2024
Q3 		$2.16M Sell
8,813
-313
-3% -$71.7K 0.76% 38
2024
Q2 		$1.96M Sell
9,126
-569
-6% -$123K 0.69% 41
2024
Q1 		$1.97M Sell
9,695
-304
-3% -$58.3K 0.74% 42
2023
Q4 		$1.91M Sell
9,999
-781
-7% -$143K 0.79% 39
2023
Q3 		$1.85M Buy
10,780
+1,471
+16% +$263K 0.82% 35
2023
Q2 		$1.66M Sell
9,309
-2,884
-24% -$530K 0.79% 37
2023
Q1 		$2.23M Sell
12,193
-774
-6% -$136K 1.06% 33
2022
Q4 		$2.2M Sell
12,967
-8,800
-40% -$1.42M 1.06% 32
2022
Q3 		$3.37M Buy
21,767
+587
+3% +$94.4K 1.72% 21
2022
Q2 		$3.57M Buy
21,180
+4,241
+25% +$741K 1.79% 21
2022
Q1 		$3.06M Sell
16,939
-2,154
-11% -$378K 1.31% 25
2021
Q4 		$3.26M Buy
19,093
+125
+0.7% +$21K 1.33% 24
2021
Q3 		$3.12M Buy
18,968
+3,257
+21% +$545K 1.35% 23
2021
Q2 		$2.6M Sell
15,711
-3,373
-18% -$573K 1.41% 23
2021
Q1 		$3.05M Sell
19,084
-1,607
-8% -$270K 1.48% 22
2020
Q4 		$3.67M Sell
20,691
-2,529
-11% -$445K 1.76% 17
2020
Q3 		$3.99K Buy
23,220
+1,284
+6% +$231K 0.62% 18
2020
Q2 		$3.67M Buy
+21,936
New +$3.54M 1.95% 18

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

USAdvisors Wealth Management's GLD Position: Q2 2026 in Review

USAdvisors Wealth Management increased its SPDR Gold Trust (GLD) stake by 5.7% in Q2 2026, buying an estimated $26.9K and bringing the position to 1,200 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #94.

USAdvisors Wealth Management first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.67M in Q2 2020. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • USAdvisors Wealth Management held 1,200 shares of SPDR Gold Trust worth $442K as of Q2 2026.
  • USAdvisors Wealth Management bought 65 SPDR Gold Trust shares in Q2 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 0.13% of USAdvisors Wealth Management's portfolio in Q2 2026, its #94 holding.
  • USAdvisors Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • USAdvisors Wealth Management's SPDR Gold Trust position peaked at $3.67M in Q2 2020.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.