WMP
GLD icon

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

Wealth Management Partners’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 		$623K Sell
1,690
-58
-3% -$24K 0.15% 101
2026
Q1 		$752K Sell
1,748
-4
-0.2% -$1.79K 0.22% 86
2025
Q4 		$694K Sell
1,752
-50
-3% -$19.1K 0.2% 85
2025
Q3 		$641K Hold
1,802
– – 0.2% 84
2025
Q2 		$554K Sell
1,802
-2
-0.1% -$606 0.2% 85
2025
Q1 		$520K Hold
1,804
– – 0.24% 77
2024
Q4 		$437K Buy
1,804
+149
+9% +$36.6K 0.19% 82
2024
Q3 		$402K Sell
1,655
-72
-4% -$16.5K 0.19% 81
2024
Q2 		$371K Buy
1,727
+7
+0.4% +$1.51K 0.18% 77
2024
Q1 		$354K Buy
1,720
+51
+3% +$9.79K 0.18% 84
2023
Q4 		$319K Buy
1,669
+1
+0.1% +$183 0.18% 88
2023
Q3 		$286K Buy
1,668
+45
+3% +$8.05K 0.18% 86
2023
Q2 		$289K Buy
1,623
+27
+2% +$4.96K 0.18% 94
2023
Q1 		$292K Sell
1,596
-404
-20% -$71.1K 0.2% 90
2022
Q4 		$271K Hold
2,000
– – 0.23% 80
2022
Q3 		$251K Hold
2,000
– – 0.22% 81
2022
Q2 		$262K Hold
2,000
– – 0.23% 83
2022
Q1 		$281K Hold
2,000
– – 0.2% 93
2021
Q4 		$266K Buy
2,000
+495
+33% +$83.1K 0.18% 92
2021
Q3 		$247K Hold
1,505
– – 0.18% 98
2021
Q2 		$249K Buy
1,505
+26
+2% +$4.42K 0.17% 102
2021
Q1 		$241K Buy
1,479
+29
+2% +$4.87K 0.18% 106
2020
Q4 		$252K Buy
+1,450
New +$255K 0.2% 103

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wealth Management Partners's GLD Position: Q2 2026 in Review

Wealth Management Partners reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, selling an estimated $24K and leaving 1,690 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #101.

Wealth Management Partners first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $752K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealth Management Partners held 1,690 shares of SPDR Gold Trust worth $623K as of Q2 2026.
  • Wealth Management Partners sold 58 SPDR Gold Trust shares in Q2 2026, an estimated $24K.
  • SPDR Gold Trust made up 0.15% of Wealth Management Partners's portfolio in Q2 2026, its #101 holding.
  • Wealth Management Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's SPDR Gold Trust position peaked at $752K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.