RAFFA WEALTH MANAGEMENT, LLC’s SPDR Gold Trust GLD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$22.8K	Buy	+62	New	+$25.7K	﹤0.01%	267
2021 Q4	–	Sell	-25	Closed	-$4.11K	–	1133
2021 Q3	$4.11K	Hold	25	–	–	﹤0.01%	419
2021 Q2	$4.14K	Hold	25	–	–	﹤0.01%	424
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	456
2020 Q4	$4.46K	Hold	25	–	–	﹤0.01%	385
2020 Q3	$4.43K	Hold	25	–	–	﹤0.01%	349
2020 Q2	$4.18K	Hold	25	–	–	﹤0.01%	346
2020 Q1	$3.7K	Hold	25	–	–	﹤0.01%	329
2019 Q4	$3.57K	Hold	25	–	–	﹤0.01%	316
2019 Q3	$3.47K	Buy	+25	New	+$3.48K	﹤0.01%	314
2019 Q2	–	Sell	-25	Closed	-$3.05K	–	987
2019 Q1	$3.05K	Hold	25	–	–	﹤0.01%	290
2018 Q4	$3.03K	Sell	25 -1,003	-98%	-$117K	﹤0.01%	298
2018 Q3	$116K	Sell	1,028 -1,245	-55%	-$143K	0.04%	99
2018 Q2	$270K	Buy	2,273 +1,025	+82%	+$127K	0.1%	57
2018 Q1	$157K	Buy	1,248 +1,000	+403%	+$126K	0.06%	81
2017 Q4	$30.7K	Hold	248	–	–	0.01%	151
2017 Q3	$30.2K	Hold	248	–	–	0.01%	154
2017 Q2	$29.3K	Hold	248	–	–	0.01%	151
2017 Q1	$29.4K	Hold	248	–	–	0.01%	129
2016 Q4	$27.2K	Hold	248	–	–	0.01%	132
2016 Q3	$31.2K	Hold	248	–	–	0.02%	115
2016 Q2	$31.4K	Hold	248	–	–	0.02%	110
2016 Q1	$29.2K	Hold	248	–	–	0.02%	122
2015 Q4	$25.2K	Hold	248	–	–	0.02%	123
2015 Q3	$26.5K	Hold	248	–	–	0.02%	121
2015 Q2	$27.9K	Hold	248	–	–	0.02%	119
2015 Q1	$28.2K	Hold	248	–	–	0.02%	106
2014 Q4	$28.2K	Hold	248	–	–	0.02%	108
2014 Q3	$28.8K	Hold	248	–	–	0.02%	102
2014 Q2	$31.8K	Hold	248	–	–	0.02%	95
2014 Q1	$30.7K	Hold	248	–	–	0.03%	95
2013 Q4	$28.2K	Buy	+248	New	+$30.5K	0.02%	108

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GLD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 62 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in GLD as recently as Q3 2021.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GLD in Q4 2013 and has held it in 32 quarters since. The position peaked at $270K in Q2 2018. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 62 shares of SPDR Gold Trust worth $22.8K as of Q2 2026.
SPDR Gold Trust was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #267 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 32 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's SPDR Gold Trust position peaked at $270K in Q2 2018.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.