Virginia Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Virginia Wealth Management 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	$400K	Buy	1,087 +230	+27%	+$95.3K	0.2%	47
2026 Q1	$369K	Sell	857 -33	-4%	-$14.8K	0.2%	45
2025 Q4	$353K	Buy	890 +75	+9%	+$28.6K	0.21%	48
2025 Q3	$290K	Buy	+815	New	+$260K	0.17%	47
2023 Q4	–	Sell	-13,695	Closed	-$2.35M	–	58
2023 Q3	$2.35M	Buy	13,695 +9,300	+212%	+$1.66M	1.59%	32
2023 Q2	$783K	Hold	4,395	–	–	0.54%	49
2023 Q1	$805K	Buy	4,395 +45	+1%	+$7.92K	0.55%	50
2022 Q4	$738K	Sell	4,350 -6,400	-60%	-$1.03M	0.51%	54
2022 Q3	$1.66M	Buy	10,750 +3,975	+59%	+$639K	1.24%	40
2022 Q2	$1.14M	Hold	6,775	–	–	1.1%	40
2022 Q1	$1.23M	Buy	6,775 +105	+2%	+$18.4K	1.1%	40
2021 Q4	$1.14M	Buy	+6,670	New	+$1.12M	1.03%	43

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

Virginia Wealth Management Group's GLD Position: Q2 2026 in Review

Virginia Wealth Management Group increased its SPDR Gold Trust (GLD) stake by 27% in Q2 2026, buying an estimated $95.3K and bringing the position to 1,087 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #47.

Virginia Wealth Management Group first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.35M in Q3 2023. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Virginia Wealth Management Group held 1,087 shares of SPDR Gold Trust worth $400K as of Q2 2026.
Virginia Wealth Management Group bought 230 SPDR Gold Trust shares in Q2 2026, an estimated $95.3K.
SPDR Gold Trust made up 0.2% of Virginia Wealth Management Group's portfolio in Q2 2026, its #47 holding.
Virginia Wealth Management Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
Virginia Wealth Management Group's SPDR Gold Trust position peaked at $2.35M in Q3 2023.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.