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Waypoint Wealth Counsel’s SPDR Gold Trust GLD Stock Holding History

Waypoint Wealth Counsel’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 		$7.63M Sell
20,710
-2,178
-10% -$902K 4.77% 5
2026
Q1 		$9.85M Sell
22,888
-4,400
-16% -$1.97M 5.09% 2
2025
Q4 		$10.8M Sell
27,288
-979
-3% -$374K 3.97% 4
2025
Q3 		$10M Sell
28,267
-586
-2% -$187K 3.97% 4
2025
Q2 		$8.8M Buy
28,853
+101
+0.4% +$30.6K 4.36% 6
2025
Q1 		$8.28M Buy
28,752
+596
+2% +$158K 5.2% 5
2024
Q4 		$6.82M Sell
28,156
-289
-1% -$71K 4.45% 8
2024
Q3 		$6.91M Buy
28,445
+789
+3% +$181K 4.65% 6
2024
Q2 		$5.95M Buy
27,656
+1,124
+4% +$243K 4.55% 7
2024
Q1 		$5.46M Buy
26,532
+2,160
+9% +$415K 4.21% 7
2023
Q4 		$4.66M Buy
24,372
+1,729
+8% +$317K 3.97% 8
2023
Q3 		$3.88M Buy
22,643
+653
+3% +$117K 3.66% 8
2023
Q2 		$3.92M Sell
21,990
-2,689
-11% -$494K 3.51% 9
2023
Q1 		$4.52M Buy
24,679
+4,269
+21% +$751K 3.51% 9
2022
Q4 		$3.46M Buy
+20,410
New +$3.29M 2.79% 11

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

Waypoint Wealth Counsel's GLD Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its SPDR Gold Trust (GLD) stake by 9.5% in Q2 2026, selling an estimated $902K and leaving 20,710 shares worth $7.63M. The position accounts for 4.77% of the portfolio, ranked #5.

Waypoint Wealth Counsel first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2025. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Waypoint Wealth Counsel held 20,710 shares of SPDR Gold Trust worth $7.63M as of Q2 2026.
  • Waypoint Wealth Counsel sold 2,178 SPDR Gold Trust shares in Q2 2026, an estimated $902K.
  • SPDR Gold Trust made up 4.77% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #5 holding.
  • Waypoint Wealth Counsel first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's SPDR Gold Trust position peaked at $10.8M in Q4 2025.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.