Wagner Wealth Management (South Carolina)’s SPDR Gold Trust GLD Stock Holding History

Wagner Wealth Management (South Carolina)’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	$209K	Sell	568 -13	-2%	-$5.39K	0.04%	139
2026 Q1	$250K	Buy	581 +42	+8%	+$18.8K	0.05%	121
2025 Q4	$214K	Buy	+539	New	+$206K	0.05%	131
2022 Q4	–	Sell	-340	Closed	-$53K	–	439
2022 Q3	$53K	Sell	340 -9	-3%	-$1.45K	0.04%	196
2022 Q2	$59K	Buy	+349	New	+$60.9K	0.05%	186
2022 Q1	–	Sell	-190	Closed	-$32K	–	392
2021 Q4	$32K	Hold	190	–	–	0.02%	318
2021 Q3	$32K	Sell	190 -525	-73%	-$87.9K	0.03%	303
2021 Q2	$118K	Sell	715 -1,043	-59%	-$177K	0.08%	164
2021 Q1	$281K	Sell	1,758 -58	-3%	-$9.75K	0.22%	88
2020 Q4	$324K	Buy	+1,816	New	+$320K	0.31%	78
2018 Q1	–	Sell	-200	Closed	-$25K	–	649
2017 Q4	$25K	Buy	+200	New	+$24.2K	0.02%	278

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 $59.9B AUM 27.01% 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

Wagner Wealth Management (South Carolina)'s GLD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, selling an estimated $5.39K and leaving 568 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #139.

Wagner Wealth Management (South Carolina) first reported a position in GLD in Q4 2017 and has held it in 11 quarters since. The position peaked at $324K in Q4 2020. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wagner Wealth Management (South Carolina) held 568 shares of SPDR Gold Trust worth $209K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 13 SPDR Gold Trust shares in Q2 2026, an estimated $5.39K.
SPDR Gold Trust made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #139 holding.
Wagner Wealth Management (South Carolina) first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 11 quarters since.
Wagner Wealth Management (South Carolina)'s SPDR Gold Trust position peaked at $324K in Q4 2020.
3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.