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WMG Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

WMG Financial 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 		$757K Sell
2,056
-9,034
-81% -$3.74M 0.29% 42
2026
Q1 		$4.77M Buy
11,090
+3,923
+55% +$1.76M 1.99% 11
2025
Q4 		$2.84M Sell
7,167
-2,272
-24% -$868K 1.17% 16
2025
Q3 		$3.36M Buy
9,439
+2,122
+29% +$676K 1.12% 16
2025
Q2 		$2.23M Buy
7,317
+1,755
+32% +$531K 0.83% 20
2025
Q1 		$1.6M Buy
5,562
+218
+4% +$57.6K 0.68% 26
2024
Q4 		$1.29M Buy
5,344
+851
+19% +$209K 0.56% 33
2024
Q3 		$1.09M Buy
4,493
+307
+7% +$70.3K 0.49% 40
2024
Q2 		$900K Buy
4,186
+704
+20% +$152K 0.48% 39
2024
Q1 		$716K Buy
3,482
+52
+2% +$9.98K 0.41% 49
2023
Q4 		$656K Buy
3,430
+12
+0.4% +$2.2K 0.43% 47
2023
Q3 		$586K Sell
3,418
-1,840
-35% -$329K 0.5% 46
2023
Q2 		$937K Buy
5,258
+3,028
+136% +$556K 0.69% 40
2023
Q1 		$409K Buy
2,230
+224
+11% +$39.4K 0.34% 61
2022
Q4 		$340K Sell
2,006
-4
-0.2% -$644 0.29% 76
2022
Q3 		$311K Sell
2,010
-1
-0% -$161 0.28% 76
2022
Q2 		$339K Buy
2,011
+66
+3% +$11.5K 0.29% 77
2022
Q1 		$351K Hold
1,945
– – 0.26% 94
2021
Q4 		$333K Buy
+1,945
New +$327K 0.26% 105

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

WMG Financial Advisors's GLD Position: Q2 2026 in Review

WMG Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 81% in Q2 2026, selling an estimated $3.74M and leaving 2,056 shares worth $757K. The position accounts for 0.29% of the portfolio, ranked #42.

WMG Financial Advisors first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.77M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WMG Financial Advisors held 2,056 shares of SPDR Gold Trust worth $757K as of Q2 2026.
  • WMG Financial Advisors sold 9,034 SPDR Gold Trust shares in Q2 2026, an estimated $3.74M.
  • SPDR Gold Trust made up 0.29% of WMG Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • WMG Financial Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's SPDR Gold Trust position peaked at $4.77M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.