WMA
GLD icon

Wealth Management Associates’s SPDR Gold Trust GLD Stock Holding History

Wealth Management Associates’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 		$5.9M Buy
16,015
+146
+0.9% +$60.5K 1.63% 13
2026
Q1 		$6.83M Buy
15,869
+1,221
+8% +$547K 2.36% 9
2025
Q4 		$5.81M Sell
14,648
-203
-1% -$77.5K 2.02% 10
2025
Q3 		$5.28M Buy
14,851
+359
+2% +$114K 1.87% 13
2025
Q2 		$4.42M Sell
14,492
-416
-3% -$126K 1.72% 14
2025
Q1 		$4.3M Buy
14,908
+638
+4% +$169K 1.84% 14
2024
Q4 		$3.46M Buy
14,270
+3,581
+34% +$880K 1.48% 15
2024
Q3 		$2.6M Buy
10,689
+287
+3% +$65.7K 1.14% 17
2024
Q2 		$2.24M Hold
10,402
– – 1.05% 19
2024
Q1 		$2.24M Sell
10,402
-347
-3% -$66.6K 1.05% 19
2023
Q4 		$2.05M Sell
10,749
-148
-1% -$27.1K 1.08% 19
2023
Q3 		$1.87M Sell
10,897
-185
-2% -$33.1K 1.09% 20
2023
Q2 		$1.98M Buy
11,082
+483
+5% +$88.7K 1.12% 20
2023
Q1 		$1.94M Buy
10,599
+6
+0.1% +$1.06K 1.2% 19
2022
Q4 		$1.8M Sell
10,593
-414
-4% -$66.7K 1.2% 20
2022
Q3 		$1.7M Buy
11,007
+133
+1% +$21.4K 1.2% 17
2022
Q2 		$1.83M Buy
10,874
+498
+5% +$87K 1.25% 18
2022
Q1 		$1.87M Buy
10,376
+148
+1% +$26K 1.06% 19
2021
Q4 		$1.75M Buy
10,228
+503
+5% +$84.4K 0.94% 21
2021
Q3 		$1.6M Sell
9,725
-215
-2% -$36K 0.93% 21
2021
Q2 		$1.65M Sell
9,940
-34
-0.3% -$5.78K 0.93% 19
2021
Q1 		$1.6M Buy
9,974
+194
+2% +$32.6K 1.01% 19
2020
Q4 		$1.74M Sell
9,780
-5,974
-38% -$1.05M 1.15% 18
2020
Q3 		$2.79M Buy
15,754
+2,470
+19% +$444K 2.16% 12
2020
Q2 		$2.22M Buy
13,284
+757
+6% +$122K 1.87% 13
2020
Q1 		$1.85M Buy
12,527
+4,400
+54% +$655K 1.87% 15
2019
Q4 		$1.16M Buy
8,127
+791
+11% +$111K 0.83% 28
2019
Q3 		$1.02M Buy
7,336
+86
+1% +$12K 0.82% 28
2019
Q2 		$966K Sell
7,250
-147
-2% -$18.2K 0.96% 30
2019
Q1 		$903K Sell
7,397
-732
-9% -$90.2K 0.98% 28
2018
Q4 		$986K Buy
+8,129
New +$944K 1.33% 23

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 Management Associates's GLD Position: Q2 2026 in Review

Wealth Management Associates increased its SPDR Gold Trust (GLD) stake by 0.92% in Q2 2026, buying an estimated $60.5K and bringing the position to 16,015 shares worth $5.9M. The position accounts for 1.63% of the portfolio, ranked #13.

Wealth Management Associates first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.83M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Management Associates held 16,015 shares of SPDR Gold Trust worth $5.9M as of Q2 2026.
  • Wealth Management Associates bought 146 SPDR Gold Trust shares in Q2 2026, an estimated $60.5K.
  • SPDR Gold Trust made up 1.63% of Wealth Management Associates's portfolio in Q2 2026, its #13 holding.
  • Wealth Management Associates first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's SPDR Gold Trust position peaked at $6.83M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.