Belfer Management’s SPDR Gold Trust GLD Stock Holding History

Belfer Management’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	$429K	Hold	1,164	–	–	7.11%	5
2026 Q1	$501K	Buy	1,164 +41	+4%	+$18.4K	8.38%	4
2025 Q4	$445K	Sell	1,123 -88	-7%	-$33.6K	7.8%	3
2025 Q3	$430K	Hold	1,211	–	–	5.98%	3
2025 Q2	$369K	Hold	1,211	–	–	5.65%	8
2025 Q1	$349K	Buy	1,211 +20	+2%	+$5.29K	6.06%	10
2024 Q4	$289K	Hold	1,191	–	–	4.61%	12
2024 Q3	$289K	Hold	1,191	–	–	4.69%	12
2024 Q2	$256K	Hold	1,191	–	–	4.83%	12
2024 Q1	$245K	Buy	1,191 +6	+0.5%	+$1.15K	4.42%	14
2023 Q4	$226K	Hold	1,185	–	–	4.78%	13
2023 Q3	$203K	Sell	1,185 -302	-20%	-$54K	5.26%	11
2023 Q2	$265K	Hold	1,487	–	–	7.03%	7
2023 Q1	$272K	Buy	1,487 +130	+10%	+$22.9K	7.06%	6
2022 Q4	$230K	Hold	1,357	–	–	7.87%	6
2022 Q3	$210K	Buy	+1,357	New	+$218K	7.7%	7

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 $59.9B AUM 27.01% 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

Belfer Management's GLD Position: Q2 2026 in Review

Belfer Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,164 shares worth $429K. The position accounts for 7.11% of the portfolio, ranked #5.

Belfer Management first reported a position in GLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $501K in Q1 2026. 3,011 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Belfer Management held 1,164 shares of SPDR Gold Trust worth $429K as of Q2 2026.
Belfer Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 7.11% of Belfer Management's portfolio in Q2 2026, its #5 holding.
Belfer Management first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 16 quarters since.
Belfer Management's SPDR Gold Trust position peaked at $501K in Q1 2026.
3,011 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Belfer Management's 13F filing for Q2 2026, filed 7 Aug 2026.