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Wilkins Miller Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Wilkins Miller 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 		$979K Buy
2,657
+27
+1% +$11.2K 0.54% 44
2026
Q1 		$1.13M Buy
2,630
+74
+3% +$33.1K 0.68% 38
2025
Q4 		$1.01M Buy
2,556
+262
+11% +$100K 0.6% 43
2025
Q3 		$808K Buy
2,294
+649
+39% +$207K 0.5% 47
2025
Q2 		$501K Buy
+1,645
New +$498K 0.34% 56

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

Wilkins Miller Wealth Management's GLD Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,657 shares worth $979K. The position accounts for 0.54% of the portfolio, ranked #44.

Wilkins Miller Wealth Management first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2026. 831 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wilkins Miller Wealth Management held 2,657 shares of SPDR Gold Trust worth $979K as of Q2 2026.
  • Wilkins Miller Wealth Management bought 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.54% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Wilkins Miller Wealth Management first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Wilkins Miller Wealth Management's SPDR Gold Trust position peaked at $1.13M in Q1 2026.
  • 831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.