Wealth Enhancement Advisory Services
GLD icon

Wealth Enhancement Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$63M Sell
170,759
-15,774
-8% -$6.53M 0.11% 176
2026
Q1 		$0 Sell
186,533
-101,229
-35% -$45.3M ﹤0.01% 3714
2025
Q4 		$119M Buy
287,762
+35,335
+14% +$13.5M 0.16% 112
2025
Q3 		$92.5M Buy
252,427
+16,924
+7% +$5.39M 0.14% 139
2025
Q2 		$72.3M Sell
235,503
-14,966
-6% -$4.53M 0.12% 167
2025
Q1 		$72.2M Buy
250,469
+50,354
+25% +$13.3M 0.14% 146
2024
Q4 		$48.5M Buy
200,115
+23,257
+13% +$5.72M 0.09% 212
2024
Q3 		$43M Buy
176,858
+4,527
+3% +$1.04M 0.09% 215
2024
Q2 		$37.1M Buy
172,331
+12,503
+8% +$2.7M 0.09% 215
2024
Q1 		$32.9M Buy
159,828
+1,467
+0.9% +$282K 0.09% 232
2023
Q4 		$30.3M Buy
158,361
+10,140
+7% +$1.86M 0.09% 215
2023
Q3 		$25.4M Buy
148,221
+139,628
+1,625% +$25M 0.08% 229
2023
Q2 		$1.53M Sell
8,593
-1,707
-17% -$314K 0.02% 228
2023
Q1 		$1.89M Sell
10,300
-892
-8% -$157K 0.02% 234
2022
Q4 		$2M Sell
11,192
-6,046
-35% -$974K 0.03% 176
2022
Q3 		$2.72M Sell
17,238
-547
-3% -$88K 0.04% 152
2022
Q2 		$2.89M Sell
17,785
-14,944
-46% -$2.61M 0.04% 176
2022
Q1 		$5.9M Buy
32,729
+190
+0.6% +$33.3K 0.08% 123
2021
Q4 		$5.47M Buy
32,539
+922
+3% +$155K 0.08% 113
2021
Q3 		$5.3M Buy
31,617
+21,449
+211% +$3.59M 0.08% 105
2021
Q2 		$1.74M Buy
+10,168
New +$1.73M 0.03% 148

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's GLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its SPDR Gold Trust (GLD) stake by 8.5% in Q2 2026, selling an estimated $6.53M and leaving 170,759 shares worth $63M. The position accounts for 0.11% of the portfolio, ranked #176.

Wealth Enhancement Advisory Services first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $119M in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 170,759 shares of SPDR Gold Trust worth $63M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,774 SPDR Gold Trust shares in Q2 2026, an estimated $6.53M.
  • SPDR Gold Trust made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #176 holding.
  • Wealth Enhancement Advisory Services first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's SPDR Gold Trust position peaked at $119M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.