Wisconsin Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Wisconsin Wealth 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	$2.8M	Sell	7,610 -66	-0.9%	-$27.3K	2.4%	11
2026 Q1	$3.3M	Sell	7,676 -378	-5%	-$169K	3.25%	7
2025 Q4	$3.19M	Sell	8,054 -4,218	-34%	-$1.61M	3.13%	8
2025 Q3	$4.36M	Buy	12,272 +222	+2%	+$70.7K	4.15%	2
2025 Q2	$3.67M	Sell	12,050 -4,613	-28%	-$1.4M	4.22%	4
2025 Q1	$4.8M	Sell	16,663 -21	-0.1%	-$5.55K	6.9%	1
2024 Q4	$4.04M	Buy	+16,684	New	+$4.1M	5.95%	1

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

Wisconsin Wealth Advisors's GLD Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.86% in Q2 2026, selling an estimated $27.3K and leaving 7,610 shares worth $2.8M. The position accounts for 2.4% of the portfolio, ranked #11.

Wisconsin Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.8M in Q1 2025. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wisconsin Wealth Advisors held 7,610 shares of SPDR Gold Trust worth $2.8M as of Q2 2026.
Wisconsin Wealth Advisors sold 66 SPDR Gold Trust shares in Q2 2026, an estimated $27.3K.
SPDR Gold Trust made up 2.4% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Wisconsin Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's SPDR Gold Trust position peaked at $4.8M in Q1 2025.
723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.