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Wise Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Wise Wealth Partners’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 		$865K Sell
2,349
-11,947
-84% -$4.95M 1.47% 16
2026
Q1 		$6.15M Buy
14,296
+46
+0.3% +$20.6K 8.33% 2
2025
Q4 		$5.65M Sell
14,250
-1,293
-8% -$494K 8.11% 2
2025
Q3 		$5.53M Buy
15,543
+4,775
+44% +$1.52M 8.43% 2
2025
Q2 		$3.28M Sell
10,768
-4,612
-30% -$1.4M 5.48% 3
2025
Q1 		$4.43M Buy
15,380
+3,923
+34% +$1.04M 10.59% 3
2024
Q4 		$2.77M Buy
+11,457
New +$2.82M 6.84% 4

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wise Wealth Partners's GLD Position: Q2 2026 in Review

Wise Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 84% in Q2 2026, selling an estimated $4.95M and leaving 2,349 shares worth $865K. The position accounts for 1.47% of the portfolio, ranked #16.

Wise Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.15M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wise Wealth Partners held 2,349 shares of SPDR Gold Trust worth $865K as of Q2 2026.
  • Wise Wealth Partners sold 11,947 SPDR Gold Trust shares in Q2 2026, an estimated $4.95M.
  • SPDR Gold Trust made up 1.47% of Wise Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Wise Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Wise Wealth Partners's SPDR Gold Trust position peaked at $6.15M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.