Alaethes Wealth’s SPDR Gold Trust GLD Stock Holding History

Alaethes Wealth’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	$7.09M	Sell	19,249 -36	-0.2%	-$14.9K	2.06%	14
2026 Q1	$8.3M	Sell	19,285 -127	-0.7%	-$56.9K	2.36%	8
2025 Q4	$7.7M	Sell	19,412 -212	-1%	-$81K	2.17%	11
2025 Q3	$6.98M	Buy	19,624 +366	+2%	+$117K	1.98%	11
2025 Q2	$5.87M	Buy	19,258 +4,503	+31%	+$1.36M	1.75%	13
2025 Q1	$4.25M	Buy	14,755 +256	+2%	+$67.7K	1.56%	12
2024 Q4	$3.51M	Buy	14,499 +228	+2%	+$56K	1.25%	15
2024 Q3	$3.47M	Buy	14,271 +732	+5%	+$168K	1.28%	13
2024 Q2	$2.91M	Buy	13,539 +291	+2%	+$62.9K	1.2%	19
2024 Q1	$2.73M	Buy	13,248 +768	+6%	+$147K	1.19%	20
2023 Q4	$2.39M	Buy	+12,480	New	+$2.29M	1.13%	20

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

Alaethes Wealth's GLD Position: Q2 2026 in Review

Alaethes Wealth reduced its SPDR Gold Trust (GLD) stake by 0.19% in Q2 2026, selling an estimated $14.9K and leaving 19,249 shares worth $7.09M. The position accounts for 2.06% of the portfolio, ranked #14.

Alaethes Wealth first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.3M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Alaethes Wealth held 19,249 shares of SPDR Gold Trust worth $7.09M as of Q2 2026.
Alaethes Wealth sold 36 SPDR Gold Trust shares in Q2 2026, an estimated $14.9K.
SPDR Gold Trust made up 2.06% of Alaethes Wealth's portfolio in Q2 2026, its #14 holding.
Alaethes Wealth first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Alaethes Wealth's SPDR Gold Trust position peaked at $8.3M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.