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Visionary Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Visionary Wealth Advisors’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 		$4.42M Buy
11,993
+1,033
+9% +$428K 0.17% 132
2026
Q1 		$4.72M Sell
10,960
-1,700
-13% -$761K 0.21% 119
2025
Q4 		$5.02M Buy
12,660
+1,102
+10% +$421K 0.23% 113
2025
Q3 		$4.11M Buy
11,558
+2,196
+23% +$700K 0.19% 119
2025
Q2 		$2.85M Buy
9,362
+1,241
+15% +$376K 0.15% 159
2025
Q1 		$2.34M Buy
8,121
+4,051
+100% +$1.07M 0.14% 157
2024
Q4 		$985K Sell
4,070
-927
-19% -$228K 0.06% 258
2024
Q3 		$1.21M Sell
4,997
-2,646
-35% -$606K 0.07% 229
2024
Q2 		$1.64M Sell
7,643
-225
-3% -$48.7K 0.11% 189
2024
Q1 		$1.62M Sell
7,868
-670
-8% -$129K 0.11% 188
2023
Q4 		$1.63M Sell
8,538
-2,032
-19% -$372K 0.12% 173
2023
Q3 		$1.81M Sell
10,570
-3,452
-25% -$617K 0.15% 150
2023
Q2 		$2.5M Buy
14,022
+9,787
+231% +$1.8M 0.2% 124
2023
Q1 		$776K Buy
4,235
+1,974
+87% +$347K 0.07% 223
2022
Q4 		$384K Sell
2,261
-78
-3% -$12.6K 0.04% 278
2022
Q3 		$362K Sell
2,339
-22,303
-91% -$3.59M 0.04% 266
2022
Q2 		$4.15M Sell
24,642
-1,918
-7% -$335K 0.37% 73
2022
Q1 		$4.8M Buy
26,560
+2,336
+10% +$410K 0.39% 72
2021
Q4 		$4.14M Sell
24,224
-2,031
-8% -$341K 0.34% 76
2021
Q3 		$4.31M Sell
26,255
-4,992
-16% -$836K 0.44% 58
2021
Q2 		$5.17M Sell
31,247
-2,055
-6% -$349K 0.52% 47
2021
Q1 		$5.33M Sell
33,302
-6,011
-15% -$1.01M 0.56% 42
2020
Q4 		$7.01M Sell
39,313
-6,838
-15% -$1.2M 0.79% 32
2020
Q3 		$8.17M Buy
46,151
+3,701
+9% +$665K 1.15% 24
2020
Q2 		$7.11M Buy
42,450
+31,850
+300% +$5.14M 1.08% 25
2020
Q1 		$1.57M Buy
10,600
+5,746
+118% +$856K 0.3% 85
2019
Q4 		$694K Buy
+4,854
New +$678K 0.12% 115

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $60.8B AUM 26.63% 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

Visionary Wealth Advisors's GLD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 9.4% in Q2 2026, buying an estimated $428K and bringing the position to 11,993 shares worth $4.42M. The position accounts for 0.17% of the portfolio, ranked #132.

Visionary Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.17M in Q3 2020. 3,031 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Visionary Wealth Advisors held 11,993 shares of SPDR Gold Trust worth $4.42M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,033 SPDR Gold Trust shares in Q2 2026, an estimated $428K.
  • SPDR Gold Trust made up 0.17% of Visionary Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Visionary Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's SPDR Gold Trust position peaked at $8.17M in Q3 2020.
  • 3,031 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.