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Wells Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Wells Financial Advisors’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 		$819K Sell
2,224
-2,146
-49% -$889K 7.6% 4
2026
Q1 		$1.88M Sell
4,370
-5,523
-56% -$2.47M 8.55% 2
2025
Q4 		$3.92M Sell
9,893
-2,899
-23% -$1.11M 7.45% 3
2025
Q3 		$4.55M Sell
12,792
-229
-2% -$73K 6.09% 4
2025
Q2 		$3.97M Sell
13,021
-1,419
-10% -$430K 5.45% 4
2025
Q1 		$4.16M Buy
14,440
+1,109
+8% +$293K 5.74% 4
2024
Q4 		$3.23M Sell
13,331
-431
-3% -$106K 4.4% 7
2024
Q3 		$3.34M Sell
13,762
-14,943
-52% -$3.42M 4.52% 5
2024
Q2 		$6.17M Sell
28,705
-3,396
-11% -$735K 4.06% 9
2024
Q1 		$6.6M Buy
32,101
+456
+1% +$87.5K 4.5% 9
2023
Q4 		$6.05M Buy
31,645
+1,400
+5% +$257K 4.39% 10
2023
Q3 		$5.19M Sell
30,245
-48
-0.2% -$8.58K 4.03% 11
2023
Q2 		$5.4M Buy
30,293
+9,706
+47% +$1.78M 4.08% 10
2023
Q1 		$3.77M Buy
20,587
+7
+0% +$1.23K 3.01% 13
2022
Q4 		$3.49M Sell
20,580
-24,401
-54% -$3.93M 2.89% 12
2022
Q3 		$6.96M Sell
44,981
-1,198
-3% -$193K 6.74% 6
2022
Q2 		$7.78M Buy
46,179
+3,317
+8% +$579K 7.02% 6
2022
Q1 		$7.74M Buy
42,862
+808
+2% +$142K 6.46% 5
2021
Q4 		$7.19M Sell
42,054
-576
-1% -$96.7K 5.74% 7
2021
Q3 		$7M Buy
42,630
+292
+0.7% +$48.9K 5.91% 8
2021
Q2 		$7.01M Sell
42,338
-151
-0.4% -$25.7K 5.91% 8
2021
Q1 		$6.8M Buy
42,489
+397
+0.9% +$66.7K 6.1% 7
2020
Q4 		$7.51M Buy
+42,092
New +$7.41M 6.42% 5

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

Wells Financial Advisors's GLD Position: Q2 2026 in Review

Wells Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 49% in Q2 2026, selling an estimated $889K and leaving 2,224 shares worth $819K. The position accounts for 7.6% of the portfolio, ranked #4.

Wells Financial Advisors first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.78M in Q2 2022. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wells Financial Advisors held 2,224 shares of SPDR Gold Trust worth $819K as of Q2 2026.
  • Wells Financial Advisors sold 2,146 SPDR Gold Trust shares in Q2 2026, an estimated $889K.
  • SPDR Gold Trust made up 7.6% of Wells Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Wells Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Wells Financial Advisors's SPDR Gold Trust position peaked at $7.78M in Q2 2022.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.