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Cladis Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Cladis Investment Advisory’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 		$262K Hold
712
– – 0.12% 145
2026
Q1 		$306K Hold
712
– – 0.17% 121
2025
Q4 		$282K Hold
712
– – 0.15% 124
2025
Q3 		$253K Buy
712
+12
+2% +$3.82K 0.14% 129
2025
Q2 		$213K Hold
700
– – 0.13% 130
2025
Q1 		$202K Buy
+700
New +$185K 0.15% 127

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

Cladis Investment Advisory's GLD Position: Q2 2026 in Review

Cladis Investment Advisory held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 712 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #145.

Cladis Investment Advisory first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cladis Investment Advisory held 712 shares of SPDR Gold Trust worth $262K as of Q2 2026.
  • Cladis Investment Advisory left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.12% of Cladis Investment Advisory's portfolio in Q2 2026, its #145 holding.
  • Cladis Investment Advisory first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Cladis Investment Advisory's SPDR Gold Trust position peaked at $306K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.