WWM
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Wolff Wiese Magana’s SPDR Gold Trust GLD Stock Holding History

Wolff Wiese Magana’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 		$2.04M Sell
5,534
-133
-2% -$55.1K 0.94% 39
2026
Q1 		$2.44M Buy
5,667
+2,370
+72% +$1.06M 1.35% 24
2025
Q4 		$1.31M Sell
3,297
-20
-0.6% -$7.64K 0.72% 45
2025
Q3 		$1.18M Buy
3,317
+2,291
+223% +$730K 0.67% 49
2025
Q2 		$313K Buy
1,026
+331
+48% +$100K 0.19% 84
2025
Q1 		$200K Buy
695
+144
+26% +$38.1K 0.14% 99
2024
Q4 		$133K Sell
551
-113
-17% -$27.8K 0.09% 127
2024
Q3 		$161K Buy
664
+33
+5% +$7.56K 0.11% 110
2024
Q2 		$136K Buy
631
+92
+17% +$19.9K 0.11% 107
2024
Q1 		$111K Sell
539
-16
-3% -$3.07K 0.1% 108
2023
Q4 		$106K Sell
555
-505
-48% -$92.6K 0.1% 106
2023
Q3 		$182K Sell
1,060
-40
-4% -$7.15K 0.15% 101
2023
Q2 		$196K Buy
1,100
+27
+3% +$4.96K 0.15% 96
2023
Q1 		$197K Sell
1,073
-1
-0.1% -$176 0.16% 92
2022
Q4 		$182K Hold
1,074
– – 0.16% 97
2022
Q3 		$166K Sell
1,074
-10
-0.9% -$1.61K 0.13% 124
2022
Q2 		$183K Sell
1,084
-130
-11% -$22.7K 0.13% 119
2022
Q1 		$219K Buy
1,214
+67
+6% +$11.8K 0.15% 118
2021
Q4 		$196K Sell
1,147
-6,436
-85% -$1.08M 0.13% 133
2021
Q3 		$1.25M Buy
7,583
+56
+0.7% +$9.37K 0.88% 32
2021
Q2 		$1.25M Sell
7,527
-99
-1% -$16.8K 0.89% 31
2021
Q1 		$1.22M Buy
7,626
+1,028
+16% +$173K 0.95% 31
2020
Q4 		$1.18M Buy
+6,598
New +$1.16M 0.99% 27

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Wolff Wiese Magana's GLD Position: Q2 2026 in Review

Wolff Wiese Magana reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $55.1K and leaving 5,534 shares worth $2.04M. The position accounts for 0.94% of the portfolio, ranked #39.

Wolff Wiese Magana first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wolff Wiese Magana held 5,534 shares of SPDR Gold Trust worth $2.04M as of Q2 2026.
  • Wolff Wiese Magana sold 133 SPDR Gold Trust shares in Q2 2026, an estimated $55.1K.
  • SPDR Gold Trust made up 0.94% of Wolff Wiese Magana's portfolio in Q2 2026, its #39 holding.
  • Wolff Wiese Magana first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's SPDR Gold Trust position peaked at $2.44M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.