Whitaker-Myers Wealth Managers’s SPDR Gold Trust GLD Stock Holding History

Whitaker-Myers Wealth Managers’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
2025 Q2	–	Sell	-1,184	Closed	-$341K	–	114
2025 Q1	$341K	Buy	+1,184	New	+$313K	0.1%	87
2023 Q4	–	Sell	-4,456	Closed	-$764K	–	90
2023 Q3	$764K	Buy	+4,456	New	+$797K	0.47%	37

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Whitaker-Myers Wealth Managers's GLD Position: Q2 2025 in Review

Whitaker-Myers Wealth Managers sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 1,184 shares — an estimated $341K sold.

Whitaker-Myers Wealth Managers first reported a position in GLD in Q3 2023 and held it in 2 quarters. The position peaked at $764K in Q3 2023. 2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Whitaker-Myers Wealth Managers reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 1,184 SPDR Gold Trust shares in Q2 2025, an estimated $341K.
Whitaker-Myers Wealth Managers first reported a position in SPDR Gold Trust in Q3 2023 and held it in 2 quarters.
Whitaker-Myers Wealth Managers's SPDR Gold Trust position peaked at $764K in Q3 2023.
2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2025, filed 7 Jul 2025.