Wealthcare Advisory Partners’s SPDR Gold Trust GLD Stock Holding History

Wealthcare Advisory 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	$10.8M	Sell	29,374 -460	-2%	-$191K	0.21%	99
2026 Q1	$12.8M	Buy	29,834 +2	+0%	+$896	0.25%	82
2025 Q4	$11.8M	Buy	29,832 +3,049	+11%	+$1.16M	0.23%	90
2025 Q3	$9.52M	Buy	26,783 +1,800	+7%	+$574K	0.2%	105
2025 Q2	$7.62M	Buy	24,983 +4,653	+23%	+$1.41M	0.17%	114
2025 Q1	$5.86M	Buy	20,330 +1,629	+9%	+$431K	0.16%	118
2024 Q4	$4.53M	Buy	18,701 +4,194	+29%	+$1.03M	0.13%	146
2024 Q3	$3.53M	Buy	14,507 +2,263	+18%	+$518K	0.1%	181
2024 Q2	$2.63M	Buy	12,244 +2,770	+29%	+$599K	0.08%	201
2024 Q1	$1.95M	Buy	9,474 +2,818	+42%	+$541K	0.06%	236
2023 Q4	$1.27M	Sell	6,656 -194	-3%	-$35.6K	0.05%	265
2023 Q3	$1.17M	Sell	6,850 -1,219	-15%	-$218K	0.05%	254
2023 Q2	$1.44M	Sell	8,069 -1,368	-14%	-$251K	0.06%	228
2023 Q1	$1.73M	Sell	9,437 -325	-3%	-$57.2K	0.07%	200
2022 Q4	$1.66M	Sell	9,762 -31	-0.3%	-$4.99K	0.08%	188
2022 Q3	$1.51M	Sell	9,793 -1,830	-16%	-$294K	0.09%	173
2022 Q2	$1.96M	Sell	11,623 -2,104	-15%	-$367K	0.12%	118
2022 Q1	$2.48M	Buy	13,727 +816	+6%	+$143K	0.15%	84
2021 Q4	$2.21M	Buy	12,911 +3,311	+34%	+$556K	0.13%	99
2021 Q3	$1.58M	Sell	9,600 -124	-1%	-$20.8K	0.1%	125
2021 Q2	$1.61M	Buy	9,724 +1,234	+15%	+$210K	0.11%	124
2021 Q1	$1.36M	Buy	8,490 +212	+3%	+$35.6K	0.1%	129
2020 Q4	$1.48M	Buy	8,278 +867	+12%	+$153K	0.13%	97
2020 Q3	$1.31M	Sell	7,411 -8,713	-54%	-$1.57M	0.14%	86
2020 Q2	$2.7M	Sell	16,124 -5,481	-25%	-$884K	0.34%	36
2020 Q1	$3.2M	Buy	21,605 +12,938	+149%	+$1.93M	0.47%	33
2019 Q4	$1.24M	Sell	8,667 -184	-2%	-$25.7K	0.16%	84
2019 Q3	$1.23M	Buy	8,851 +4,603	+108%	+$640K	0.18%	73
2019 Q2	$566K	Buy	4,248 +650	+18%	+$80.3K	0.09%	134
2019 Q1	$439K	Buy	3,598 +775	+27%	+$95.5K	0.07%	146
2018 Q4	$342K	Sell	2,823 -1,296	-31%	-$151K	0.07%	147
2018 Q3	$464K	Sell	4,119 -440	-10%	-$50.5K	0.09%	127
2018 Q2	$541K	Sell	4,559 -165	-3%	-$20.4K	0.11%	111
2018 Q1	$594K	Buy	4,724 +464	+11%	+$58.5K	0.13%	96
2017 Q4	$527K	Sell	4,260 -82	-2%	-$9.94K	0.14%	86
2017 Q3	$528K	Buy	+4,342	New	+$528K	0.16%	78

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Wealthcare Advisory Partners's GLD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, selling an estimated $191K and leaving 29,374 shares worth $10.8M. The position accounts for 0.21% of the portfolio, ranked #99.

Wealthcare Advisory Partners first reported a position in GLD in Q3 2017 and has held it in 36 quarters since. The position peaked at $12.8M in Q1 2026. 640 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wealthcare Advisory Partners held 29,374 shares of SPDR Gold Trust worth $10.8M as of Q2 2026.
Wealthcare Advisory Partners sold 460 SPDR Gold Trust shares in Q2 2026, an estimated $191K.
SPDR Gold Trust made up 0.21% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #99 holding.
Wealthcare Advisory Partners first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's SPDR Gold Trust position peaked at $12.8M in Q1 2026.
640 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.