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Wealthspire Advisors (New York)’s SPDR Gold Trust GLD Stock Holding History

Wealthspire Advisors (New York)’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 		$23.5M Buy
63,818
+20,703
+48% +$8.58M 0.13% 108
2026
Q1 		$18.6M Sell
43,115
-11,031
-20% -$4.94M 0.15% 79
2025
Q4 		$21.5M Sell
54,146
-2,004
-4% -$765K 0.17% 72
2025
Q3 		$20M Buy
56,150
+3,633
+7% +$1.16M 0.1% 80
2025
Q2 		$16M Buy
52,517
+604
+1% +$183K 0.09% 89
2025
Q1 		$15M Buy
51,913
+1,858
+4% +$491K 0.09% 88
2024
Q4 		$12.1M Buy
50,055
+1,132
+2% +$278K 0.12% 87
2024
Q3 		$11.9M Buy
48,923
+3,112
+7% +$713K 0.12% 87
2024
Q2 		$9.85M Sell
45,811
-614
-1% -$133K 0.13% 81
2024
Q1 		$9.55M Sell
46,425
-191
-0.4% -$36.7K 0.13% 78
2023
Q4 		$8.91M Sell
46,616
-1,401
-3% -$257K 0.13% 77
2023
Q3 		$8.23M Buy
48,017
+394
+0.8% +$70.4K 0.14% 78
2023
Q2 		$8.49M Sell
47,623
-2,287
-5% -$420K 0.14% 76
2023
Q1 		$9.14M Buy
49,910
+632
+1% +$111K 0.16% 70
2022
Q4 		$8.36M Sell
49,278
-1,018
-2% -$164K 0.15% 78
2022
Q3 		$7.78M Sell
50,296
-1,807
-3% -$291K 0.16% 77
2022
Q2 		$8.78M Buy
52,103
+1,028
+2% +$180K 0.18% 64
2022
Q1 		$9.23M Buy
51,075
+2,512
+5% +$441K 0.21% 49
2021
Q4 		$8.3M Sell
48,563
-5,766
-11% -$968K 0.18% 55
2021
Q3 		$8.92M Buy
54,329
+3,862
+8% +$646K 0.19% 64
2021
Q2 		$8.36M Buy
50,467
+22,830
+83% +$3.88M 0.22% 53
2021
Q1 		$4.42M Buy
27,637
+5,137
+23% +$863K 0.1% 95
2020
Q4 		$4.01M Buy
22,500
+17,628
+362% +$3.1M 0.12% 84
2020
Q3 		$863K Buy
4,872
+1,110
+30% +$199K 0.05% 140
2020
Q2 		$630K Sell
3,762
-14,860
-80% -$2.4M 0.04% 137
2020
Q1 		$2.76M Buy
18,622
+16,460
+761% +$2.45M 0.12% 100
2019
Q4 		$309K Buy
+2,162
New +$302K 0.02% 146
2019
Q1 		– Sell
-686
Closed -$83K – 339
2018
Q4 		$83K Buy
+686
New +$79.7K 0.01% 123

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

Wealthspire Advisors (New York)'s GLD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its SPDR Gold Trust (GLD) stake by 48% in Q2 2026, buying an estimated $8.58M and bringing the position to 63,818 shares worth $23.5M. The position accounts for 0.13% of the portfolio, ranked #108.

Wealthspire Advisors (New York) first reported a position in GLD in Q4 2018 and has held it in 28 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wealthspire Advisors (New York) held 63,818 shares of SPDR Gold Trust worth $23.5M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 20,703 SPDR Gold Trust shares in Q2 2026, an estimated $8.58M.
  • SPDR Gold Trust made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #108 holding.
  • Wealthspire Advisors (New York) first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 28 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.