WPWealth’s SPDR Gold Trust GLD Stock Holding History

WPWealth’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	$414K	Sell	1,123 -1,391	-55%	-$576K	0.06%	79
2026 Q1	$1.08M	Buy	2,514 +13	+0.5%	+$5.82K	0.17%	42
2025 Q4	$991K	Sell	2,501 -778	-24%	-$297K	0.16%	46
2025 Q3	$1.17M	Buy	3,279 +100	+3%	+$31.9K	0.19%	40
2025 Q2	$969K	Hold	3,179	–	–	0.17%	43
2025 Q1	$916K	Buy	3,179 +28	+0.9%	+$7.41K	0.18%	39
2024 Q4	$763K	Hold	3,151	–	–	0.16%	42
2024 Q3	$766K	Buy	3,151 +30	+1%	+$6.87K	0.16%	37
2024 Q2	$671K	Hold	3,121	–	–	0.16%	35
2024 Q1	$642K	Hold	3,121	–	–	0.17%	35
2023 Q4	$597K	Sell	3,121 -40	-1%	-$7.33K	0.18%	32
2023 Q3	$542K	Buy	3,161 +1,366	+76%	+$244K	0.21%	32
2023 Q2	$320K	Hold	1,795	–	–	0.14%	43
2023 Q1	$329K	Hold	1,795	–	–	0.15%	34
2022 Q4	$305K	Buy	+1,795	New	+$289K	0.16%	28

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPWealth's GLD Position: Q2 2026 in Review

WPWealth reduced its SPDR Gold Trust (GLD) stake by 55% in Q2 2026, selling an estimated $576K and leaving 1,123 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #79.

WPWealth first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

WPWealth held 1,123 shares of SPDR Gold Trust worth $414K as of Q2 2026.
WPWealth sold 1,391 SPDR Gold Trust shares in Q2 2026, an estimated $576K.
SPDR Gold Trust made up 0.06% of WPWealth's portfolio in Q2 2026, its #79 holding.
WPWealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
WPWealth's SPDR Gold Trust position peaked at $1.17M in Q3 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.