Wealth Architects’s SPDR Gold Trust GLD Stock Holding History

Wealth Architects’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	$260K	Hold	705	–	–	0.02%	215
2026 Q1	$303K	Sell	705 -48	-6%	-$21.5K	0.03%	182
2025 Q4	$298K	Buy	+753	New	+$288K	0.03%	184
2022 Q4	–	Sell	-2,311	Closed	-$357K	–	181
2022 Q3	$357K	Sell	2,311 -195	-8%	-$31.4K	0.07%	117
2022 Q2	$422K	Hold	2,506	–	–	0.08%	110
2022 Q1	$453K	Hold	2,506	–	–	0.08%	121
2021 Q4	$428K	Hold	2,506	–	–	0.08%	124
2021 Q3	$412K	Hold	2,506	–	–	0.08%	113
2021 Q2	$415K	Hold	2,506	–	–	0.08%	107
2021 Q1	$401K	Sell	2,506 -63	-2%	-$10.6K	0.09%	102
2020 Q4	$458K	Sell	2,569 -62	-2%	-$10.9K	0.11%	84
2020 Q3	$466K	Buy	2,631 +125	+5%	+$22.5K	0.13%	73
2020 Q2	$419K	Buy	+2,506	New	+$404K	0.12%	77
2016 Q1	–	Sell	-2,072	Closed	-$210K	–	116
2015 Q4	$210K	Buy	+2,072	New	+$219K	0.1%	113

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 Architects's GLD Position: Q2 2026 in Review

Wealth Architects held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 705 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #215.

Wealth Architects first reported a position in GLD in Q4 2015 and has held it in 14 quarters since. The position peaked at $466K in Q3 2020. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wealth Architects held 705 shares of SPDR Gold Trust worth $260K as of Q2 2026.
Wealth Architects left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #215 holding.
Wealth Architects first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 14 quarters since.
Wealth Architects's SPDR Gold Trust position peaked at $466K in Q3 2020.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.