AP
GLD icon

Appleton Partners’s SPDR Gold Trust GLD Stock Holding History

Appleton Partners’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 		$1.51M Buy
4,104
+15
+0.4% +$6.21K 0.09% 128
2026
Q1 		$1.76M Sell
4,089
-52
-1% -$23.3K 0.12% 113
2025
Q4 		$1.64M Buy
4,141
+591
+17% +$226K 0.11% 119
2025
Q3 		$1.26M Buy
3,550
+166
+5% +$52.9K 0.08% 133
2025
Q2 		$1.03M Buy
3,384
+520
+18% +$157K 0.07% 136
2025
Q1 		$825K Buy
2,864
+78
+3% +$20.6K 0.06% 142
2024
Q4 		$675K Sell
2,786
-40
-1% -$9.83K 0.05% 152
2024
Q3 		$687K Sell
2,826
-415
-13% -$95K 0.05% 155
2024
Q2 		$697K Sell
3,241
-135
-4% -$29.2K 0.05% 147
2024
Q1 		$695K Sell
3,376
-105
-3% -$20.2K 0.05% 159
2023
Q4 		$665K Sell
3,481
-444
-11% -$81.4K 0.05% 167
2023
Q3 		$673K Sell
3,925
-480
-11% -$85.8K 0.06% 163
2023
Q2 		$785K Sell
4,405
-205
-4% -$37.7K 0.07% 161
2023
Q1 		$845K Sell
4,610
-345
-7% -$60.7K 0.08% 163
2022
Q4 		$841K Buy
4,955
+65
+1% +$10.5K 0.08% 163
2022
Q3 		$756K Sell
4,890
-859
-15% -$138K 0.08% 163
2022
Q2 		$968K Buy
5,749
+757
+15% +$132K 0.09% 150
2022
Q1 		$902K Buy
4,992
+834
+20% +$146K 0.07% 167
2021
Q4 		$711K Sell
4,158
-47
-1% -$7.89K 0.05% 184
2021
Q3 		$691K Sell
4,205
-58
-1% -$9.71K 0.06% 180
2021
Q2 		$706K Sell
4,263
-304
-7% -$51.7K 0.06% 175
2021
Q1 		$731K Buy
4,567
+130
+3% +$21.8K 0.07% 170
2020
Q4 		$791K Buy
4,437
+124
+3% +$21.8K 0.08% 152
2020
Q3 		$764K Buy
4,313
+484
+13% +$87K 0.08% 152
2020
Q2 		$641K Sell
3,829
-99
-3% -$16K 0.08% 155
2020
Q1 		$582K Sell
3,928
-72
-2% -$10.7K 0.08% 155
2019
Q4 		$572K Sell
4,000
-953
-19% -$133K 0.06% 185
2019
Q3 		$688K Sell
4,953
-867
-15% -$121K 0.08% 164
2019
Q2 		$775K Sell
5,820
-1,083
-16% -$134K 0.1% 155
2019
Q1 		$842K Sell
6,903
-2,200
-24% -$271K 0.11% 144
2018
Q4 		$1.1M Sell
9,103
-2,866
-24% -$333K 0.17% 128
2018
Q3 		$1.35M Buy
11,969
+92
+0.8% +$10.6K 0.18% 122
2018
Q2 		$1.41M Buy
11,877
+402
+4% +$49.8K 0.2% 114
2018
Q1 		$1.44M Buy
11,475
+634
+6% +$80K 0.22% 115
2017
Q4 		$1.34M Sell
10,841
-150
-1% -$18.2K 0.21% 116
2017
Q3 		$1.34M Buy
10,991
+392
+4% +$47.7K 0.23% 104
2017
Q2 		$1.25M Buy
10,599
+1,363
+15% +$163K 0.21% 110
2017
Q1 		$1.1M Buy
+9,236
New +$1.07M 0.2% 110

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Appleton Partners's GLD Position: Q2 2026 in Review

Appleton Partners increased its SPDR Gold Trust (GLD) stake by 0.37% in Q2 2026, buying an estimated $6.21K and bringing the position to 4,104 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #128.

Appleton Partners first reported a position in GLD in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.76M in Q1 2026. 742 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Appleton Partners held 4,104 shares of SPDR Gold Trust worth $1.51M as of Q2 2026.
  • Appleton Partners bought 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
  • SPDR Gold Trust made up 0.09% of Appleton Partners's portfolio in Q2 2026, its #128 holding.
  • Appleton Partners first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's SPDR Gold Trust position peaked at $1.76M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.