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Vision Retirement’s SPDR Gold Trust GLD Stock Holding History

Vision Retirement’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 		$224K Buy
607
+75
+14% +$31.1K 0.05% 124
2026
Q1 		$229K Sell
532
-2,960
-85% -$1.33M 0.07% 117
2025
Q4 		$1.38M Buy
+3,492
New +$1.33M 0.37% 55

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's GLD Position: Q2 2026 in Review

Vision Retirement increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $31.1K and bringing the position to 607 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #124.

Vision Retirement first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Vision Retirement held 607 shares of SPDR Gold Trust worth $224K as of Q2 2026.
  • Vision Retirement bought 75 SPDR Gold Trust shares in Q2 2026, an estimated $31.1K.
  • SPDR Gold Trust made up 0.05% of Vision Retirement's portfolio in Q2 2026, its #124 holding.
  • Vision Retirement first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's SPDR Gold Trust position peaked at $1.38M in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.