Wallace Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Wallace Advisory 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	–	Sell	-470	Closed	-$202K	–	137
2026 Q1	$202K	Buy	+470	New	+$210K	0.22%	121

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 $60.8B AUM 26.63% 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

Wallace Advisory Group's GLD Position: Q2 2026 in Review

Wallace Advisory Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 470 shares — an estimated $202K sold.

Wallace Advisory Group first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wallace Advisory Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Wallace Advisory Group sold 470 SPDR Gold Trust shares in Q2 2026, an estimated $202K.
Wallace Advisory Group first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
Wallace Advisory Group's SPDR Gold Trust position peaked at $202K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.