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WealthNavi Inc’s SPDR Gold Trust GLD Stock Holding History

WealthNavi Inc’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 		$171M Sell
464,989
-52,776
-10% -$21.9M 1.34% 9
2026
Q1 		$223M Sell
517,765
-139,821
-21% -$62.6M 1.93% 9
2025
Q4 		$261M Sell
657,586
-80,402
-11% -$30.7M 2.3% 8
2025
Q3 		$262M Sell
737,988
-39,729
-5% -$12.7M 2.43% 8
2025
Q2 		$237M Sell
777,717
-103,089
-12% -$31.2M 2.39% 8
2025
Q1 		$254M Sell
880,806
-101,992
-10% -$27M 2.82% 7
2024
Q4 		$238M Sell
982,798
-54,940
-5% -$13.5M 2.77% 7
2024
Q3 		$252M Sell
1,037,738
-165,208
-14% -$37.8M 2.89% 7
2024
Q2 		$259M Sell
1,202,946
-110,290
-8% -$23.9M 3.28% 6
2024
Q1 		$270M Sell
1,313,236
-69,132
-5% -$13.3M 3.6% 6
2023
Q4 		$264M Sell
1,382,368
-72,187
-5% -$13.2M 3.83% 6
2023
Q3 		$249M Sell
1,454,555
-44,535
-3% -$7.96M 4.04% 6
2023
Q2 		$267M Sell
1,499,090
-83,832
-5% -$15.4M 4.34% 6
2023
Q1 		$290M Sell
1,582,922
-98,779
-6% -$17.4M 4.94% 5
2022
Q4 		$285M Sell
1,681,701
-41,773
-2% -$6.73M 5.34% 5
2022
Q3 		$267M Sell
1,723,474
-40,773
-2% -$6.56M 5.62% 5
2022
Q2 		$297M Sell
1,764,247
-124,001
-7% -$21.7M 6.07% 5
2022
Q1 		$341M Sell
1,888,248
-123,776
-6% -$21.7M 6.41% 5
2021
Q4 		$344M Buy
2,012,024
+128,587
+7% +$21.6M 6.27% 5
2021
Q3 		$309M Buy
1,883,437
+126,031
+7% +$21.1M 6.37% 5
2021
Q2 		$291M Buy
1,757,406
+81,752
+5% +$13.9M 6.69% 5
2021
Q1 		$268M Buy
1,675,654
+366,601
+28% +$61.6M 7.38% 5
2020
Q4 		$233M Buy
1,309,053
+158,218
+14% +$27.9M 7.38% 5
2020
Q3 		$204M Buy
1,150,835
+71,723
+7% +$12.9M 7.48% 5
2020
Q2 		$181M Buy
1,079,112
+41,254
+4% +$6.65M 7.82% 5
2020
Q1 		$154M Sell
1,037,858
-21,027
-2% -$3.13M 8.54% 5
2019
Q4 		$151M Buy
1,058,885
+98,504
+10% +$13.8M 8.23% 5
2019
Q3 		$133M Buy
960,381
+68,649
+8% +$9.54M 8.31% 5
2019
Q2 		$119M Buy
891,732
+114,824
+15% +$14.2M 8.39% 5
2019
Q1 		$94.8M Buy
+776,908
New +$95.7M 7.56% 5

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WealthNavi Inc's GLD Position: Q2 2026 in Review

WealthNavi Inc reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $21.9M and leaving 464,989 shares worth $171M. The position accounts for 1.34% of the portfolio, ranked #9.

WealthNavi Inc first reported a position in GLD in Q1 2019 and has held it in 30 quarters since. The position peaked at $344M in Q4 2021. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WealthNavi Inc held 464,989 shares of SPDR Gold Trust worth $171M as of Q2 2026.
  • WealthNavi Inc sold 52,776 SPDR Gold Trust shares in Q2 2026, an estimated $21.9M.
  • SPDR Gold Trust made up 1.34% of WealthNavi Inc's portfolio in Q2 2026, its #9 holding.
  • WealthNavi Inc first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 30 quarters since.
  • WealthNavi Inc's SPDR Gold Trust position peaked at $344M in Q4 2021.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WealthNavi Inc's 13F filing for Q2 2026, filed 23 Jul 2026.