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Westfuller Advisors’s SPDR Gold Trust GLD Stock Holding History

Westfuller 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 		$3.45M Sell
9,354
-136
-1% -$56.3K 1.25% 22
2026
Q1 		$4.08M Sell
9,490
-779
-8% -$349K 1.76% 11
2025
Q4 		$4.07M Sell
10,269
-626
-6% -$239K 1.65% 11
2025
Q3 		$3.87M Buy
10,895
+990
+10% +$315K 1.76% 11
2025
Q2 		$3.02M Buy
9,905
+1,006
+11% +$305K 1.72% 15
2025
Q1 		$2.56M Buy
8,899
+86
+1% +$22.7K 1.71% 16
2024
Q4 		$2.13M Sell
8,813
-724
-8% -$178K 1.36% 22
2024
Q3 		$2.32M Buy
+9,537
New +$2.18M 1.66% 17
2024
Q1 		$2.06M Buy
+10,035
New +$1.93M 2.48% 12

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Westfuller Advisors's GLD Position: Q2 2026 in Review

Westfuller Advisors reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $56.3K and leaving 9,354 shares worth $3.45M. The position accounts for 1.25% of the portfolio, ranked #22.

Westfuller Advisors first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q1 2026. 1,447 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Westfuller Advisors held 9,354 shares of SPDR Gold Trust worth $3.45M as of Q2 2026.
  • Westfuller Advisors sold 136 SPDR Gold Trust shares in Q2 2026, an estimated $56.3K.
  • SPDR Gold Trust made up 1.25% of Westfuller Advisors's portfolio in Q2 2026, its #22 holding.
  • Westfuller Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • Westfuller Advisors's SPDR Gold Trust position peaked at $4.08M in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.