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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,500
Closed -$259K 753
2024
Q2
$259K Hold
6,500
0.02% 538
2024
Q1
$214K Buy
+6,500
New +$1.25M 0.02% 609

Other funds holding GLD

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

Western Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, buying an estimated $512K and bringing the position to 50,906 shares worth $18.8M. The position accounts for 0.61% of the portfolio, ranked #30.

Western Wealth Management first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.4M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Western Wealth Management held 50,906 shares of SPDR Gold Trust worth $18.8M as of Q2 2026.
  • Western Wealth Management bought 1,236 SPDR Gold Trust shares in Q2 2026, an estimated $512K.
  • SPDR Gold Trust made up 0.61% of Western Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Western Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's SPDR Gold Trust position peaked at $21.4M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.