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

Xcel 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 		$1.11M Hold
3,000
– – 0.26% 71
2026
Q1 		$1.29M Buy
3,000
+200
+7% +$89.6K 0.36% 60
2025
Q4 		$1.11M Hold
2,800
– – 0.28% 69
2025
Q3 		$995K Hold
2,800
– – 0.26% 69
2025
Q2 		$854K Hold
2,800
– – 0.24% 70
2025
Q1 		$807K Sell
2,800
-20
-0.7% -$5.29K 0.25% 73
2024
Q4 		$683K Hold
2,820
– – 0.19% 74
2024
Q3 		$685K Hold
2,820
– – 0.2% 72
2024
Q2 		$606K Sell
2,820
-130
-4% -$28.1K 0.19% 73
2024
Q1 		$607K Hold
2,950
– – 0.19% 75
2023
Q4 		$564K Buy
2,950
+230
+8% +$42.2K 0.2% 75
2023
Q3 		$466K Sell
2,720
-100
-4% -$17.9K 0.18% 76
2023
Q2 		$503K Hold
2,820
– – 0.16% 90
2023
Q1 		$517K Hold
2,820
– – 0.18% 82
2022
Q4 		$478K Hold
2,820
– – 0.19% 84
2022
Q3 		$436K Buy
2,820
+50
+2% +$8.04K 0.16% 86
2022
Q2 		$467K Hold
2,770
– – 0.17% 80
2022
Q1 		$500K Hold
2,770
– – 0.14% 94
2021
Q4 		$474K Sell
2,770
-20
-0.7% -$3.36K 0.12% 105
2021
Q3 		$458K Hold
2,790
– – 0.13% 102
2021
Q2 		$462K Buy
2,790
+20
+0.7% +$3.4K 0.14% 97
2021
Q1 		$443K Buy
2,770
+50
+2% +$8.4K 0.16% 92
2020
Q4 		$485K Hold
2,720
– – 0.21% 79
2020
Q3 		$481K Buy
+2,720
New +$489K 0.25% 74

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

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

Xcel Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,000 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #71.

Xcel Wealth Management first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Xcel Wealth Management held 3,000 shares of SPDR Gold Trust worth $1.11M as of Q2 2026.
  • Xcel Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.26% of Xcel Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Xcel Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Xcel Wealth Management's SPDR Gold Trust position peaked at $1.29M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.