Wealthquest’s SPDR Gold Trust GLD Stock Holding History

Wealthquest’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	$221K	Hold	599	–	–	0.01%	164
2026 Q1	$258K	Sell	599 -25	-4%	-$11.2K	0.02%	124
2025 Q4	$247K	Buy	+624	New	+$238K	0.02%	125
2025 Q3	–	Sell	-766	Closed	-$234K	–	69
2025 Q2	$234K	Sell	766 -333	-30%	-$101K	0.02%	124
2025 Q1	$317K	Hold	1,099	–	–	0.03%	98
2024 Q4	$266K	Hold	1,099	–	–	0.02%	105
2024 Q3	$270K	Hold	1,099	–	–	0.02%	103
2024 Q2	$236K	Sell	1,099 -6	-0.5%	-$1.3K	0.03%	115
2024 Q1	$227K	Sell	1,105 -2	-0.2%	-$384	0.02%	122
2023 Q4	$212K	Buy	+1,107	New	+$203K	0.02%	129
2023 Q2	–	Sell	-1,105	Closed	-$202K	–	124
2023 Q1	$202K	Buy	+1,105	New	+$194K	0.03%	119

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealthquest's GLD Position: Q2 2026 in Review

Wealthquest held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 599 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #164.

Wealthquest first reported a position in GLD in Q1 2023 and has held it in 11 quarters since. The position peaked at $317K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wealthquest held 599 shares of SPDR Gold Trust worth $221K as of Q2 2026.
Wealthquest left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.01% of Wealthquest's portfolio in Q2 2026, its #164 holding.
Wealthquest first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 11 quarters since.
Wealthquest's SPDR Gold Trust position peaked at $317K in Q1 2025.
1,123 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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