Wealth Advisors of Iowa’s SPDR Gold Trust GLD Stock Holding History

Wealth Advisors of Iowa’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	$1.43M	Sell	3,873 -23	-0.6%	-$9.53K	0.39%	35
2026 Q1	$1.68M	Buy	3,896 +768	+25%	+$344K	0.52%	33
2025 Q4	$1.24M	Buy	3,128 +624	+25%	+$238K	0.41%	35
2025 Q3	$890K	Hold	2,504	–	–	0.3%	39
2025 Q2	$763K	Buy	2,504 +1,359	+119%	+$412K	0.29%	39
2025 Q1	$330K	Buy	1,145 +75	+7%	+$19.8K	0.14%	53
2024 Q4	$259K	Buy	1,070 +40	+4%	+$9.83K	0.13%	53
2024 Q3	$250K	Hold	1,030	–	–	0.13%	58
2024 Q2	$221K	Hold	1,030	–	–	0.12%	46
2024 Q1	$212K	Buy	+1,030	New	+$198K	0.13%	58
2023 Q3	–	Sell	-1,535	Closed	-$274K	–	61
2023 Q2	$274K	Buy	1,535 +35	+2%	+$6.43K	0.2%	49
2023 Q1	$275K	Hold	1,500	–	–	0.21%	48
2022 Q4	$254K	Hold	1,500	–	–	0.21%	54
2022 Q3	$232K	Sell	1,500 -500	-25%	-$80.4K	0.22%	46
2022 Q2	$337K	Hold	2,000	–	–	0.18%	41
2022 Q1	$361K	Hold	2,000	–	–	0.18%	43
2021 Q4	$342K	Hold	2,000	–	–	0.19%	40
2021 Q3	$328K	Hold	2,000	–	–	0.18%	39
2021 Q2	$331K	Buy	2,000 +184	+10%	+$31.3K	0.17%	38
2021 Q1	$290K	Sell	1,816 -47,577	-96%	-$8M	0.16%	42
2020 Q4	$8.81M	Sell	49,393 -865	-2%	-$152K	5.46%	6
2020 Q3	$8.9M	Buy	50,258 +4,060	+9%	+$730K	6.11%	5
2020 Q2	$7.73M	Buy	+46,198	New	+$7.45M	5.83%	4

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

Wealth Advisors of Iowa's GLD Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its SPDR Gold Trust (GLD) stake by 0.59% in Q2 2026, selling an estimated $9.53K and leaving 3,873 shares worth $1.43M. The position accounts for 0.39% of the portfolio, ranked #35.

Wealth Advisors of Iowa first reported a position in GLD in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.9M in Q3 2020. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wealth Advisors of Iowa held 3,873 shares of SPDR Gold Trust worth $1.43M as of Q2 2026.
Wealth Advisors of Iowa sold 23 SPDR Gold Trust shares in Q2 2026, an estimated $9.53K.
SPDR Gold Trust made up 0.39% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #35 holding.
Wealth Advisors of Iowa first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 23 quarters since.
Wealth Advisors of Iowa's SPDR Gold Trust position peaked at $8.9M in Q3 2020.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.