Whitener Capital Management’s SPDR Gold Trust GLD Stock Holding History

Whitener Capital 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	$371K	Sell	1,007 -142	-12%	-$58.8K	0.08%	147
2026 Q1	$494K	Sell	1,149 -8	-0.7%	-$3.58K	0.11%	120
2025 Q4	$459K	Sell	1,157 -23	-2%	-$8.78K	0.1%	121
2025 Q3	$419K	Buy	1,180 +180	+18%	+$57.4K	0.1%	122
2025 Q2	$305K	Hold	1,000	–	–	0.08%	135
2025 Q1	$288K	Sell	1,000 -75	-7%	-$19.8K	0.08%	133
2024 Q4	$260K	Buy	+1,075	New	+$264K	0.07%	134
2019 Q4	–	Sell	-775	Closed	-$107K	–	245
2019 Q3	$107K	Hold	775	–	–	0.06%	161
2019 Q2	$103K	Hold	775	–	–	0.06%	164
2019 Q1	$94K	Hold	775	–	–	0.06%	163
2018 Q4	$93K	Buy	775 +575	+288%	+$66.8K	0.07%	154
2018 Q3	$22K	Buy	+200	New	+$22.9K	0.01%	274
2018 Q2	–	Sell	-575	Closed	-$72K	–	221
2018 Q1	$72K	Buy	575 +200	+53%	+$25.2K	0.06%	164
2017 Q4	$46K	Buy	+375	New	+$45.5K	0.04%	192

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Whitener Capital Management's GLD Position: Q2 2026 in Review

Whitener Capital Management reduced its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, selling an estimated $58.8K and leaving 1,007 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #147.

Whitener Capital Management first reported a position in GLD in Q4 2017 and has held it in 14 quarters since. The position peaked at $494K in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Whitener Capital Management held 1,007 shares of SPDR Gold Trust worth $371K as of Q2 2026.
Whitener Capital Management sold 142 SPDR Gold Trust shares in Q2 2026, an estimated $58.8K.
SPDR Gold Trust made up 0.08% of Whitener Capital Management's portfolio in Q2 2026, its #147 holding.
Whitener Capital Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 14 quarters since.
Whitener Capital Management's SPDR Gold Trust position peaked at $494K in Q1 2026.
723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.