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Wealth Effects’s SPDR Gold Trust GLD Stock Holding History

Wealth Effects’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 		$415K Buy
1,127
+160
+17% +$66.3K 0.11% 154
2026
Q1 		$416K Sell
967
-507
-34% -$227K 0.15% 126
2025
Q4 		$584K Buy
1,474
+63
+4% +$24.1K 0.18% 99
2025
Q3 		$502K Buy
1,411
+32
+2% +$10.2K 0.16% 110
2025
Q2 		$420K Sell
1,379
-1,029
-43% -$312K 0.16% 114
2025
Q1 		$694K Buy
2,408
+200
+9% +$52.9K 0.29% 71
2024
Q4 		$535K Buy
2,208
+195
+10% +$47.9K 0.19% 101
2024
Q3 		$489K Buy
2,013
+25
+1% +$5.72K 0.17% 109
2024
Q2 		$427K Sell
1,988
-745
-27% -$161K 0.15% 119
2024
Q1 		$562K Sell
2,733
-748
-21% -$144K 0.21% 97
2023
Q4 		$665K Buy
+3,481
New +$638K 0.25% 93

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

Wealth Effects's GLD Position: Q2 2026 in Review

Wealth Effects increased its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, buying an estimated $66.3K and bringing the position to 1,127 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #154.

Wealth Effects first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q1 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Effects held 1,127 shares of SPDR Gold Trust worth $415K as of Q2 2026.
  • Wealth Effects bought 160 SPDR Gold Trust shares in Q2 2026, an estimated $66.3K.
  • SPDR Gold Trust made up 0.11% of Wealth Effects's portfolio in Q2 2026, its #154 holding.
  • Wealth Effects first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Wealth Effects's SPDR Gold Trust position peaked at $694K in Q1 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.