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

Wellspring 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 		– Sell
-1,424
Closed -$613K – 296
2026
Q1 		$613K Buy
+1,424
New +$638K 0.05% 142
2022
Q2 		– Sell
-829
Closed -$150K – 114
2022
Q1 		$150K Buy
+829
New +$145K 0.04% 108

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Wellspring Financial Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 1,424 shares — an estimated $613K sold.

Wellspring Financial Advisors first reported a position in GLD in Q1 2022 and held it in 2 quarters. The position peaked at $613K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,424 SPDR Gold Trust shares in Q2 2026, an estimated $613K.
  • Wellspring Financial Advisors first reported a position in SPDR Gold Trust in Q1 2022 and held it in 2 quarters.
  • Wellspring Financial Advisors's SPDR Gold Trust position peaked at $613K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.