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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
1,032 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.