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 		$1.36M Sell
3,700
-6,400
-63% -$2.65M ﹤0.01% 1857
2026
Q1 		$78.5M Buy
+10,100
New +$4.52M 0.16% 118
2025
Q4 		– Sell
-10,600
Closed -$12.3K – 3706
2025
Q3 		$12.3K Buy
+10,600
New +$3.38M ﹤0.01% 3537
2025
Q1 		– Sell
-13,900
Closed -$21.5K – 3036
2024
Q4 		$21.5K Sell
13,900
-100
-0.7% -$24.6K ﹤0.01% 2899
2024
Q3 		$15.6K Buy
14,000
+13,000
+1,300% +$2.98M ﹤0.01% 2689
2024
Q2 		$101 Buy
+1,000
New +$216K ﹤0.01% 2615

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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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. 620 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.
  • 620 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.