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Walser Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Walser Wealth Management’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 		$29M Sell
78,702
-25,456
-24% -$10.5M 12.04% 1
2026
Q1 		$44.8M Sell
104,158
-30,508
-23% -$13.7M 20.13% 1
2025
Q4 		$53.4M Buy
+134,666
New +$51.4M 28.14% 1

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 $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

Walser Wealth Management's GLD Position: Q2 2026 in Review

Walser Wealth Management reduced its SPDR Gold Trust (GLD) stake by 24% in Q2 2026, selling an estimated $10.5M and leaving 78,702 shares worth $29M. The position accounts for 12.04% of the portfolio, ranked #1.

Walser Wealth Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.4M in Q4 2025. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Walser Wealth Management held 78,702 shares of SPDR Gold Trust worth $29M as of Q2 2026.
  • Walser Wealth Management sold 25,456 SPDR Gold Trust shares in Q2 2026, an estimated $10.5M.
  • SPDR Gold Trust made up 12.04% of Walser Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Walser Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's SPDR Gold Trust position peaked at $53.4M in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.