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Blue Trust Inc’s SPDR Gold Trust GLD Stock Holding History

Blue Trust Inc’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 		$11M Buy
29,870
+732
+3% +$303K 0.12% 58
2026
Q1 		$12.5M Buy
29,138
+1,198
+4% +$537K 0.14% 51
2025
Q4 		$11.1M Sell
27,940
-563
-2% -$215K 0.13% 59
2025
Q3 		$10.1M Buy
28,503
+837
+3% +$267K 0.11% 61
2025
Q2 		$8.43M Sell
27,666
-1,064
-4% -$322K 0.1% 70
2025
Q1 		$8.28M Buy
28,730
+1,516
+6% +$401K 0.11% 64
2024
Q4 		$6.59M Buy
27,214
+4,358
+19% +$1.07M 0.08% 76
2024
Q3 		$4.91M Buy
22,856
+369
+2% +$84.5K 0.06% 85
2024
Q2 		$4.63M Buy
22,487
+11,090
+97% +$2.4M 0.06% 78
2024
Q1 		$2.34M Buy
11,397
+528
+5% +$101K 0.03% 102
2023
Q4 		$1.86M Sell
10,869
-1,049
-9% -$192K 0.03% 114
2023
Q3 		$2.13M Buy
11,918
+6,802
+133% +$1.22M 0.03% 112
2023
Q2 		$937K Sell
5,116
-11,000
-68% -$2.02M 0.01% 167
2023
Q1 		$2.73M Buy
16,116
+4,569
+40% +$804K 0.04% 99
2022
Q4 		$1.79M Buy
11,547
+2,592
+29% +$418K 0.03% 119
2022
Q3 		$1.51M Buy
8,955
+6,196
+225% +$996K 0.03% 115
2022
Q2 		$498K Buy
+2,759
New +$482K 0.01% 189

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Blue Trust Inc's GLD Position: Q2 2026 in Review

Blue Trust Inc increased its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, buying an estimated $303K and bringing the position to 29,870 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #58.

Blue Trust Inc first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.5M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Blue Trust Inc held 29,870 shares of SPDR Gold Trust worth $11M as of Q2 2026.
  • Blue Trust Inc bought 732 SPDR Gold Trust shares in Q2 2026, an estimated $303K.
  • SPDR Gold Trust made up 0.12% of Blue Trust Inc's portfolio in Q2 2026, its #58 holding.
  • Blue Trust Inc first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's SPDR Gold Trust position peaked at $12.5M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.