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WCG Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

WCG Wealth Advisors’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 		$8.82M Buy
23,930
+2,743
+13% +$1.14M 0.21% 113
2026
Q1 		$9.12M Buy
21,187
+559
+3% +$250K 0.26% 99
2025
Q4 		$8.17M Buy
+20,628
New +$7.88M 0.23% 104
2022
Q4 		– Sell
-597
Closed -$238K – 202
2022
Q3 		$238K Sell
597
-1,345
-69% -$216K 0.03% 252
2022
Q2 		$327K Buy
+1,942
New +$339K 0.05% 202

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

WCG Wealth Advisors's GLD Position: Q2 2026 in Review

WCG Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, buying an estimated $1.14M and bringing the position to 23,930 shares worth $8.82M. The position accounts for 0.21% of the portfolio, ranked #113.

WCG Wealth Advisors first reported a position in GLD in Q2 2022 and has held it in 5 quarters since. The position peaked at $9.12M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WCG Wealth Advisors held 23,930 shares of SPDR Gold Trust worth $8.82M as of Q2 2026.
  • WCG Wealth Advisors bought 2,743 SPDR Gold Trust shares in Q2 2026, an estimated $1.14M.
  • SPDR Gold Trust made up 0.21% of WCG Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • WCG Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 5 quarters since.
  • WCG Wealth Advisors's SPDR Gold Trust position peaked at $9.12M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.