WEG
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World Equity Group’s SPDR Gold Trust GLD Stock Holding History

World Equity Group’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 		$10.1M Buy
27,556
+13,679
+99% +$5.67M 2.27% 6
2026
Q1 		$5.97M Sell
13,877
-4,266
-24% -$1.91M 1.55% 7
2025
Q4 		$7.19M Sell
18,143
-449
-2% -$171K 2.01% 7
2025
Q3 		$6.66M Buy
18,592
+187
+1% +$59.6K 1.51% 12
2025
Q2 		$5.61M Buy
18,405
+2,259
+14% +$684K 1.53% 11
2025
Q1 		$4.59M Sell
16,146
-12,436
-44% -$3.29M 1.31% 12
2024
Q4 		$6.92M Buy
28,582
+14,794
+107% +$3.64M 1.48% 9
2024
Q3 		$3.35M Buy
13,788
+814
+6% +$186K 1.21% 15
2024
Q2 		$2.79M Sell
12,974
-1,076
-8% -$233K 0.83% 24
2024
Q1 		$2.89M Sell
14,050
-1,537
-10% -$295K 0.59% 40
2023
Q4 		$2.98M Buy
15,587
+1,375
+10% +$252K 0.6% 34
2023
Q3 		$2.44M Sell
14,212
-710
-5% -$127K 0.51% 44
2023
Q2 		$2.66M Sell
14,922
-267,839
-95% -$49.2M 0.78% 22
2023
Q1 		$2.98M Buy
282,761
+270,262
+2,162% +$47.6M 0.45% 53
2022
Q4 		$2.12M Sell
12,499
-737
-6% -$119K 0.5% 55
2022
Q3 		$2.05M Sell
13,236
-1,325
-9% -$213K 0.52% 51
2022
Q2 		$2.45M Sell
14,561
-20,973
-59% -$3.66M 0.62% 38
2022
Q1 		$6.42M Buy
+35,534
New +$6.23M 1.38% 7

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

World Equity Group's GLD Position: Q2 2026 in Review

World Equity Group increased its SPDR Gold Trust (GLD) stake by 99% in Q2 2026, buying an estimated $5.67M and bringing the position to 27,556 shares worth $10.1M. The position accounts for 2.27% of the portfolio, ranked #6.

World Equity Group first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • World Equity Group held 27,556 shares of SPDR Gold Trust worth $10.1M as of Q2 2026.
  • World Equity Group bought 13,679 SPDR Gold Trust shares in Q2 2026, an estimated $5.67M.
  • SPDR Gold Trust made up 2.27% of World Equity Group's portfolio in Q2 2026, its #6 holding.
  • World Equity Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.