Western Pacific Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Western Pacific Wealth Management’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	$111K	Sell	300 -300	-50%	-$124K	0.1%	91
2026 Q1	$258K	Hold	600	–	–	0.26%	51
2025 Q4	$238K	Hold	600	–	–	0.23%	50
2025 Q3	$213K	Hold	600	–	–	0.21%	61
2025 Q2	$183K	Hold	600	–	–	0.18%	71
2025 Q1	$173K	Buy	+600	New	+$159K	0.16%	69

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Western Pacific Wealth Management's GLD Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, selling an estimated $124K and leaving 300 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #91.

Western Pacific Wealth Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Western Pacific Wealth Management held 300 shares of SPDR Gold Trust worth $111K as of Q2 2026.
Western Pacific Wealth Management sold 300 SPDR Gold Trust shares in Q2 2026, an estimated $124K.
SPDR Gold Trust made up 0.1% of Western Pacific Wealth Management's portfolio in Q2 2026, its #91 holding.
Western Pacific Wealth Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Western Pacific Wealth Management's SPDR Gold Trust position peaked at $258K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.