AmeriServ Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

AmeriServ Wealth Advisors’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	$719K	Sell	1,951 -30	-2%	-$12.4K	0.48%	21
2026 Q1	$852K	Sell	1,981 -35	-2%	-$15.7K	0.54%	18
2025 Q4	$799K	Buy	+2,016	New	+$770K	0.46%	25
2022 Q3	–	Sell	-8,993	Closed	-$1.51M	–	49
2022 Q2	$1.51M	Buy	+8,993	New	+$1.57M	3.57%	9
2021 Q2	–	Sell	-2,502	Closed	-$400K	–	71
2021 Q1	$400K	Hold	2,502	–	–	0.34%	44
2020 Q4	$446K	Buy	+2,502	New	+$441K	0.44%	41
2019 Q3	$268K	Hold	1,930	–	–	0.36%	50
2019 Q2	$257K	Buy	+1,930	New	+$239K	0.34%	55
2019 Q1	–	Sell	-4,000	Closed	-$485K	–	70
2018 Q4	$485K	Buy	+4,000	New	+$465K	1.23%	28
2016 Q4	–	Sell	-16,140	Closed	-$2.03M	–	52
2016 Q3	$2.03M	Buy	+16,140	New	+$2.06M	2.57%	4

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

AmeriServ Wealth Advisors's GLD Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 1,951 shares worth $719K. The position accounts for 0.48% of the portfolio, ranked #21.

AmeriServ Wealth Advisors first reported a position in GLD in Q3 2016 and has held it in 10 quarters since. The position peaked at $2.03M in Q3 2016. 3,029 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

AmeriServ Wealth Advisors held 1,951 shares of SPDR Gold Trust worth $719K as of Q2 2026.
AmeriServ Wealth Advisors sold 30 SPDR Gold Trust shares in Q2 2026, an estimated $12.4K.
SPDR Gold Trust made up 0.48% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #21 holding.
AmeriServ Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 10 quarters since.
AmeriServ Wealth Advisors's SPDR Gold Trust position peaked at $2.03M in Q3 2016.
3,029 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.