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Accredited Investor Services’s SPDR Gold Trust GLD Stock Holding History

Accredited Investor Services’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 		$275K Hold
747
– – 0.16% 50
2026
Q1 		$321K Hold
747
– – 0.21% 40
2025
Q4 		$296K Hold
747
– – 0.2% 40
2025
Q3 		$266K Sell
747
-21
-3% -$6.69K 0.18% 45
2025
Q2 		$234K Buy
768
+55
+8% +$16.7K 0.18% 46
2025
Q1 		$205K Buy
+713
New +$189K 0.17% 55

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

Accredited Investor Services's GLD Position: Q2 2026 in Review

Accredited Investor Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 747 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #50.

Accredited Investor Services first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $321K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Accredited Investor Services held 747 shares of SPDR Gold Trust worth $275K as of Q2 2026.
  • Accredited Investor Services left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.16% of Accredited Investor Services's portfolio in Q2 2026, its #50 holding.
  • Accredited Investor Services first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Accredited Investor Services's SPDR Gold Trust position peaked at $321K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.