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

Wealth Enhancement Trust 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 		$365K Sell
992
-1,544
-61% -$640K 0.04% 234
2026
Q1 		$1.09M Buy
2,536
+1,544
+156% +$691K 0.13% 135
2025
Q4 		$393K Buy
+992
New +$379K 0.05% 211

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its SPDR Gold Trust (GLD) stake by 61% in Q2 2026, selling an estimated $640K and leaving 992 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #234.

Wealth Enhancement Trust Services first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 2,484 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Enhancement Trust Services held 992 shares of SPDR Gold Trust worth $365K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,544 SPDR Gold Trust shares in Q2 2026, an estimated $640K.
  • SPDR Gold Trust made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #234 holding.
  • Wealth Enhancement Trust Services first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's SPDR Gold Trust position peaked at $1.09M in Q1 2026.
  • 2,484 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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