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WealthTrust Axiom’s SPDR Gold Trust GLD Stock Holding History

WealthTrust Axiom’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 		$240K Hold
650
– – 0.05% 256
2026
Q1 		$280K Hold
650
– – 0.07% 217
2025
Q4 		$258K Sell
650
-46
-7% -$17.6K 0.07% 216
2025
Q3 		$247K Buy
+696
New +$222K 0.07% 221
2013
Q4 		– Sell
-1,702
Closed -$218K – 198
2013
Q3 		$218K Hold
1,702
– – 0.09% 147
2013
Q2 		$202K Buy
+1,702
New +$233K 0.09% 152

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

WealthTrust Axiom's GLD Position: Q2 2026 in Review

WealthTrust Axiom held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 650 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #256.

WealthTrust Axiom first reported a position in GLD in Q2 2013 and has held it in 6 quarters since. The position peaked at $280K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WealthTrust Axiom held 650 shares of SPDR Gold Trust worth $240K as of Q2 2026.
  • WealthTrust Axiom left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #256 holding.
  • WealthTrust Axiom first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 6 quarters since.
  • WealthTrust Axiom's SPDR Gold Trust position peaked at $280K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.