ViaWealth’s SPDR Gold Trust GLD Stock Holding History

ViaWealth’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	$1.76M	Buy	4,783 +1,060	+28%	+$439K	0.89%	33
2026 Q1	$1.6M	Buy	3,723 +110	+3%	+$49.3K	0.89%	30
2025 Q4	$1.43M	Sell	3,613 -706	-16%	-$270K	0.81%	34
2025 Q3	$1.54M	Buy	4,319 +276	+7%	+$88K	0.84%	34
2025 Q2	$1.23M	Buy	4,043 +1,935	+92%	+$586K	0.73%	39
2025 Q1	$607K	Buy	+2,108	New	+$557K	0.38%	82
2023 Q1	–	Sell	-1,395	Closed	-$243K	–	154
2022 Q4	$243K	Buy	+1,395	New	+$225K	0.2%	137

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

ViaWealth's GLD Position: Q2 2026 in Review

ViaWealth increased its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, buying an estimated $439K and bringing the position to 4,783 shares worth $1.76M. The position accounts for 0.89% of the portfolio, ranked #33.

ViaWealth first reported a position in GLD in Q4 2022 and has held it in 7 quarters since. 3,034 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

ViaWealth held 4,783 shares of SPDR Gold Trust worth $1.76M as of Q2 2026.
ViaWealth bought 1,060 SPDR Gold Trust shares in Q2 2026, an estimated $439K.
SPDR Gold Trust made up 0.89% of ViaWealth's portfolio in Q2 2026, its #33 holding.
ViaWealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 7 quarters since.
3,034 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.