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Wealthspan Partners’s SPDR Gold Trust GLD Stock Holding History

Wealthspan 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 		$870K Sell
2,362
-101
-4% -$41.8K 0.27% 60
2026
Q1 		$1.06M Buy
2,463
+38
+2% +$17K 0.37% 48
2025
Q4 		$961K Sell
2,425
-93
-4% -$35.5K 0.35% 51
2025
Q3 		$895K Hold
2,518
– – 0.34% 47
2025
Q2 		$768K Sell
2,518
-202
-7% -$61.2K 0.32% 51
2025
Q1 		$784K Sell
2,720
-9
-0.3% -$2.38K 0.36% 47
2024
Q4 		$661K Buy
2,729
+14
+0.5% +$3.44K 0.32% 55
2024
Q3 		$660K Buy
2,715
+10
+0.4% +$2.29K 0.33% 54
2024
Q2 		$582K Sell
2,705
-44
-2% -$9.52K 0.32% 52
2024
Q1 		$566K Buy
2,749
+387
+16% +$74.3K 0.33% 54
2023
Q4 		$452K Sell
2,362
-67
-3% -$12.3K 0.32% 52
2023
Q3 		$416K Sell
2,429
-109
-4% -$19.5K 0.33% 53
2023
Q2 		$452K Buy
2,538
+67
+3% +$12.3K 0.36% 44
2023
Q1 		$453K Sell
2,471
-9
-0.4% -$1.58K 0.39% 46
2022
Q4 		$421K Buy
2,480
+170
+7% +$27.4K 0.38% 48
2022
Q3 		$357K Hold
2,310
– – 0.37% 45
2022
Q2 		$389K Sell
2,310
-4
-0.2% -$699 0.4% 43
2022
Q1 		$418K Buy
2,314
+14
+0.6% +$2.46K 0.38% 43
2021
Q4 		$393K Buy
+2,300
New +$386K 0.35% 49

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

Wealthspan Partners's GLD Position: Q2 2026 in Review

Wealthspan Partners reduced its SPDR Gold Trust (GLD) stake by 4.1% in Q2 2026, selling an estimated $41.8K and leaving 2,362 shares worth $870K. The position accounts for 0.27% of the portfolio, ranked #60.

Wealthspan Partners first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealthspan Partners held 2,362 shares of SPDR Gold Trust worth $870K as of Q2 2026.
  • Wealthspan Partners sold 101 SPDR Gold Trust shares in Q2 2026, an estimated $41.8K.
  • SPDR Gold Trust made up 0.27% of Wealthspan Partners's portfolio in Q2 2026, its #60 holding.
  • Wealthspan Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's SPDR Gold Trust position peaked at $1.06M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.