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

Vigilare 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 		$3.03M Sell
8,218
-3,728
-31% -$1.54M 0.93% 25
2026
Q1 		$5.14M Sell
11,946
-37,460
-76% -$16.8M 1.74% 12
2025
Q4 		$19.6M Sell
49,406
-30,178
-38% -$11.5M 6.59% 3
2025
Q3 		$28.3M Buy
79,584
+12,097
+18% +$3.85M 9.8% 2
2025
Q2 		$20.6M Buy
67,487
+36,774
+120% +$11.1M 7.71% 2
2025
Q1 		$8.85M Sell
30,713
-2,013
-6% -$532K 3.53% 5
2024
Q4 		$7.92M Sell
32,726
-3,100
-9% -$762K 3.22% 7
2024
Q3 		$8.71M Buy
35,826
+6,021
+20% +$1.38M 3.52% 7
2024
Q2 		$6.41M Buy
29,805
+9,518
+47% +$2.06M 2.83% 8
2024
Q1 		$4.17M Hold
20,287
– – 2.06% 10
2023
Q4 		$3.88M Buy
20,287
+2,961
+17% +$543K 2% 10
2023
Q3 		$2.97M Buy
17,326
+1,136
+7% +$203K 1.9% 10
2023
Q2 		$2.89M Buy
16,190
+2,700
+20% +$496K 1.67% 11
2023
Q1 		$2.47M Buy
13,490
+2,179
+19% +$383K 1.4% 12
2022
Q4 		$1.92M Buy
11,311
+2,636
+30% +$425K 1.12% 15
2022
Q3 		$1.34M Sell
8,675
-1,175
-12% -$189K 1.74% 12
2022
Q2 		$1.66M Sell
9,850
-25
-0.3% -$4.37K 1.8% 11
2022
Q1 		$1.78M Sell
9,875
-3,580
-27% -$628K 1.46% 14
2021
Q4 		$2.3M Sell
13,455
-525
-4% -$88.1K 1.36% 15
2021
Q3 		$2.3M Sell
13,980
-73
-0.5% -$12.2K 1.42% 13
2021
Q2 		$2.33M Buy
14,053
+5,251
+60% +$892K 1.41% 13
2021
Q1 		$1.41M Sell
8,802
-192
-2% -$32.3K 1% 27
2020
Q4 		$1.6M Buy
8,994
+3,439
+62% +$606K 1.52% 18
2020
Q3 		$984K Hold
5,555
– – 1.03% 27
2020
Q2 		$930K Buy
5,555
+600
+12% +$96.8K 0.94% 30
2020
Q1 		$734K Buy
4,955
+2,220
+81% +$331K 0.88% 31
2019
Q4 		$406K Buy
+2,735
New +$382K 0.27% 91

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
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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Vigilare Wealth Management reduced its SPDR Gold Trust (GLD) stake by 31% in Q2 2026, selling an estimated $1.54M and leaving 8,218 shares worth $3.03M. The position accounts for 0.93% of the portfolio, ranked #25.

Vigilare Wealth Management first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.3M in Q3 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Vigilare Wealth Management held 8,218 shares of SPDR Gold Trust worth $3.03M as of Q2 2026.
  • Vigilare Wealth Management sold 3,728 SPDR Gold Trust shares in Q2 2026, an estimated $1.54M.
  • SPDR Gold Trust made up 0.93% of Vigilare Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Vigilare Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Vigilare Wealth Management's SPDR Gold Trust position peaked at $28.3M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.