YWS
GLD icon

Yarger Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Yarger Wealth Strategies’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 		$280K Sell
743
-158
-18% -$65.5K 0.1% 112
2026
Q1 		$388K Hold
901
– – 0.16% 89
2025
Q4 		$357K Hold
901
– – 0.15% 85
2025
Q3 		$320K Hold
901
– – 0.15% 93
2025
Q2 		$275K Buy
+901
New +$273K 0.14% 87

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Yarger Wealth Strategies's GLD Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, selling an estimated $65.5K and leaving 743 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #112.

Yarger Wealth Strategies first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Yarger Wealth Strategies held 743 shares of SPDR Gold Trust worth $280K as of Q2 2026.
  • Yarger Wealth Strategies sold 158 SPDR Gold Trust shares in Q2 2026, an estimated $65.5K.
  • SPDR Gold Trust made up 0.1% of Yarger Wealth Strategies's portfolio in Q2 2026, its #112 holding.
  • Yarger Wealth Strategies first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Yarger Wealth Strategies's SPDR Gold Trust position peaked at $388K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.