Carl Stuart Investment Advisor’s SPDR Gold Trust GLD Stock Holding History

Carl Stuart Investment Advisor’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	$537K	Sell	1,458 -19	-1%	-$7.87K	0.22%	14
2026 Q1	$636K	Buy	1,477 +229	+18%	+$103K	0.28%	13
2025 Q4	$495K	Hold	1,248	–	–	0.45%	9
2025 Q3	$444K	Hold	1,248	–	–	0.42%	9
2025 Q2	$380K	Hold	1,248	–	–	0.19%	11
2025 Q1	$360K	Hold	1,248	–	–	0.2%	10
2024 Q4	$302K	Hold	1,248	–	–	0.16%	15
2024 Q3	$303K	Hold	1,248	–	–	0.17%	11
2024 Q2	$268K	Sell	1,248 -61	-5%	-$13.2K	0.17%	11
2024 Q1	$269K	Hold	1,309	–	–	0.17%	11
2023 Q4	$250K	Hold	1,309	–	–	0.17%	25
2023 Q3	$222K	Hold	1,309	–	–	0.18%	20
2023 Q2	$233K	Buy	+1,309	New	+$241K	0.18%	20
2023 Q1	–	Sell	-1,309	Closed	-$222K	–	45
2022 Q4	$222K	Buy	+1,309	New	+$211K	0.21%	21
2022 Q2	–	Sell	-1,152	Closed	-$208K	–	51
2022 Q1	$208K	Buy	+1,152	New	+$202K	0.15%	24

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

Carl Stuart Investment Advisor's GLD Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, selling an estimated $7.87K and leaving 1,458 shares worth $537K. The position accounts for 0.22% of the portfolio, ranked #14.

Carl Stuart Investment Advisor first reported a position in GLD in Q1 2022 and has held it in 15 quarters since. The position peaked at $636K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Carl Stuart Investment Advisor held 1,458 shares of SPDR Gold Trust worth $537K as of Q2 2026.
Carl Stuart Investment Advisor sold 19 SPDR Gold Trust shares in Q2 2026, an estimated $7.87K.
SPDR Gold Trust made up 0.22% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #14 holding.
Carl Stuart Investment Advisor first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 15 quarters since.
Carl Stuart Investment Advisor's SPDR Gold Trust position peaked at $636K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.