WT Wealth Management’s SPDR Gold Trust GLD Stock Holding History

WT Wealth 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	$1.01M	Sell	2,746 -138	-5%	-$57.2K	0.28%	78
2026 Q1	$1.24M	Sell	2,884 -6	-0.2%	-$2.69K	0.37%	77
2025 Q4	$1.15M	Sell	2,890 -17	-0.6%	-$6.49K	0.33%	74
2025 Q3	$1.03M	Buy	2,907 +149	+5%	+$47.5K	0.3%	67
2025 Q2	$841K	Buy	2,758 +142	+5%	+$43K	0.25%	70
2025 Q1	$754K	Buy	2,616 +201	+8%	+$53.2K	0.24%	69
2024 Q4	$585K	Sell	2,415 -887	-27%	-$218K	0.18%	81
2024 Q3	$830K	Buy	3,302 +1,840	+126%	+$421K	0.27%	71
2024 Q2	$314K	Buy	+1,462	New	+$316K	0.11%	94
2022 Q2	–	Sell	-1,129	Closed	-$204K	–	110
2022 Q1	$204K	Sell	1,129 -1,269	-53%	-$223K	0.08%	116
2021 Q4	$410K	Sell	2,398 -24,310	-91%	-$4.08M	0.15%	95
2021 Q3	$4.39M	Buy	26,708 +4,766	+22%	+$798K	1.69%	14
2021 Q2	$3.63M	Buy	21,942 +4,634	+27%	+$787K	1.47%	18
2021 Q1	$2.77M	Buy	17,308 +4,110	+31%	+$691K	1.28%	20
2020 Q4	$2.35M	Buy	13,198 +7,718	+141%	+$1.36M	1.28%	17
2020 Q3	$970K	Buy	5,480 +3,545	+183%	+$637K	0.64%	45
2020 Q2	$323K	Sell	1,935 -35	-2%	-$5.64K	0.26%	68
2020 Q1	$291K	Sell	1,970 -575	-23%	-$85.6K	0.31%	57
2019 Q4	$363K	Buy	2,545 +340	+15%	+$47.5K	0.28%	65
2019 Q3	$306K	Buy	+2,205	New	+$307K	0.27%	64

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

WT Wealth Management's GLD Position: Q2 2026 in Review

WT Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.8% in Q2 2026, selling an estimated $57.2K and leaving 2,746 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #78.

WT Wealth Management first reported a position in GLD in Q3 2019 and has held it in 20 quarters since. The position peaked at $4.39M in Q3 2021. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

WT Wealth Management held 2,746 shares of SPDR Gold Trust worth $1.01M as of Q2 2026.
WT Wealth Management sold 138 SPDR Gold Trust shares in Q2 2026, an estimated $57.2K.
SPDR Gold Trust made up 0.28% of WT Wealth Management's portfolio in Q2 2026, its #78 holding.
WT Wealth Management first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 20 quarters since.
WT Wealth Management's SPDR Gold Trust position peaked at $4.39M in Q3 2021.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.