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Cauble & Harre Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cauble & Harre Wealth 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 		$822K Sell
2,232
-236
-10% -$97.8K 0.66% 35
2026
Q1 		$1.07M Sell
2,468
-617
-20% -$276K 0.85% 25
2025
Q4 		$1.22M Buy
+3,085
New +$1.18M 1.02% 24

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cauble & Harre Wealth Management's GLD Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its SPDR Gold Trust (GLD) stake by 9.6% in Q2 2026, selling an estimated $97.8K and leaving 2,232 shares worth $822K. The position accounts for 0.66% of the portfolio, ranked #35.

Cauble & Harre Wealth Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cauble & Harre Wealth Management held 2,232 shares of SPDR Gold Trust worth $822K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 236 SPDR Gold Trust shares in Q2 2026, an estimated $97.8K.
  • SPDR Gold Trust made up 0.66% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Cauble & Harre Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's SPDR Gold Trust position peaked at $1.22M in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.