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WorthPointe’s SPDR Gold Trust GLD Stock Holding History

WorthPointe’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 		$2.33M Sell
6,320
-1,432
-18% -$593K 0.58% 33
2026
Q1 		$3.34M Buy
7,752
+1,454
+23% +$651K 0.9% 23
2025
Q4 		$2.5M Buy
6,298
+349
+6% +$133K 0.66% 30
2025
Q3 		$2.11M Sell
5,949
-4,390
-42% -$1.4M 0.79% 21
2025
Q2 		$3.15M Buy
10,339
+3,245
+46% +$983K 1.33% 11
2025
Q1 		$2.04M Sell
7,094
-2,903
-29% -$768K 0.91% 18
2024
Q4 		$2.42M Buy
9,997
+3,846
+63% +$945K 0.99% 17
2024
Q3 		$1.5M Hold
6,151
– – 0.63% 21
2024
Q2 		$1.32M Buy
+6,151
New +$1.33M 0.6% 23
2023
Q2 		– Sell
-2,817
Closed -$516K – 57
2023
Q1 		$516K Sell
2,817
-3,876
-58% -$682K 0.34% 31
2022
Q4 		$1.14M Sell
6,693
-578
-8% -$93.1K 0.77% 20
2022
Q3 		$1.13M Sell
7,271
-1,082
-13% -$174K 0.94% 15
2022
Q2 		$1.41M Buy
8,353
+1,109
+15% +$194K 1.18% 12
2022
Q1 		$1.31M Buy
+7,244
New +$1.27M 1.05% 13

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

WorthPointe's GLD Position: Q2 2026 in Review

WorthPointe reduced its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, selling an estimated $593K and leaving 6,320 shares worth $2.33M. The position accounts for 0.58% of the portfolio, ranked #33.

WorthPointe first reported a position in GLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.34M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WorthPointe held 6,320 shares of SPDR Gold Trust worth $2.33M as of Q2 2026.
  • WorthPointe sold 1,432 SPDR Gold Trust shares in Q2 2026, an estimated $593K.
  • SPDR Gold Trust made up 0.58% of WorthPointe's portfolio in Q2 2026, its #33 holding.
  • WorthPointe first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • WorthPointe's SPDR Gold Trust position peaked at $3.34M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.