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Wolff Financial Management’s SPDR Gold Trust GLD Stock Holding History

Wolff Financial 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 		$785K Hold
2,132
– – 0.16% 63
2026
Q1 		$917K Sell
2,132
-1
-0% -$448 0.2% 48
2025
Q4 		$845K Hold
2,133
– – 0.19% 49
2025
Q3 		$758K Hold
2,133
– – 0.18% 53
2025
Q2 		$650K Buy
2,133
+50
+2% +$15.1K 0.17% 56
2025
Q1 		$600K Hold
2,083
– – 0.17% 59
2024
Q4 		$504K Sell
2,083
-30
-1% -$7.37K 0.14% 65
2024
Q3 		$514K Hold
2,113
– – 0.14% 68
2024
Q2 		$454K Hold
2,113
– – 0.34% 35
2024
Q1 		$435K Hold
2,113
– – 0.13% 74
2023
Q4 		$404K Hold
2,113
– – 0.12% 77
2023
Q3 		$362K Hold
2,113
– – 0.12% 76
2023
Q2 		$377K Sell
2,113
-14
-0.7% -$2.57K 0.33% 32
2023
Q1 		$390K Sell
2,127
-252
-11% -$44.3K 0.14% 79
2022
Q4 		$404K Sell
2,379
-236
-9% -$38K 0.15% 76
2022
Q3 		$404K Hold
2,615
– – 0.18% 72
2022
Q2 		$441K Hold
2,615
– – 0.2% 73
2022
Q1 		$472K Sell
2,615
-164
-6% -$28.8K 0.19% 74
2021
Q4 		$475K Hold
2,779
– – 0.18% 72
2021
Q3 		$456K Buy
+2,779
New +$465K 0.4% 29
2021
Q1 		$668K Buy
4,179
+6
+0.1% +$1.01K 0.31% 53
2020
Q4 		$744K Sell
4,173
-1,448
-26% -$255K 0.39% 45
2020
Q3 		$996K Buy
5,621
+873
+18% +$157K 0.59% 35
2020
Q2 		$795K Buy
4,748
+93
+2% +$15K 0.51% 39
2020
Q1 		$689K Buy
4,655
+2,188
+89% +$326K 0.52% 37
2019
Q4 		$353K Sell
2,467
-57
-2% -$7.96K 0.23% 66
2019
Q3 		$351K Hold
2,524
– – 0.26% 63
2019
Q2 		$336K Hold
2,524
– – 0.26% 62
2019
Q1 		$308K Hold
2,524
– – 0.26% 67
2018
Q4 		$306K Buy
+2,524
New +$293K 0.3% 65

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Wolff Financial Management's GLD Position: Q2 2026 in Review

Wolff Financial Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,132 shares worth $785K. The position accounts for 0.16% of the portfolio, ranked #63.

Wolff Financial Management first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $996K in Q3 2020. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wolff Financial Management held 2,132 shares of SPDR Gold Trust worth $785K as of Q2 2026.
  • Wolff Financial Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.16% of Wolff Financial Management's portfolio in Q2 2026, its #63 holding.
  • Wolff Financial Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's SPDR Gold Trust position peaked at $996K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.