Clear Point Advisors’s SPDR Gold Trust GLD Stock Holding History

Clear Point Advisors’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	$263K	Sell	713 -715	-50%	-$296K	0.23%	83
2026 Q1	$614K	Sell	1,428 -32	-2%	-$14.3K	0.48%	43
2025 Q4	$579K	Sell	1,460 -39	-3%	-$14.9K	0.45%	68
2025 Q3	$533K	Hold	1,499	–	–	0.41%	70
2025 Q2	$457K	Sell	1,499 -150	-9%	-$45.4K	0.39%	72
2025 Q1	$475K	Buy	1,649 +145	+10%	+$38.3K	0.43%	66
2024 Q4	$364K	Hold	1,504	–	–	0.31%	80
2024 Q3	$366K	Sell	1,504 -608	-29%	-$139K	0.28%	77
2024 Q2	$454K	Hold	2,112	–	–	0.37%	69
2024 Q1	$434K	Sell	2,112 -150	-7%	-$28.8K	0.36%	71
2023 Q4	$432K	Buy	+2,262	New	+$415K	0.38%	66

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

Clear Point Advisors's GLD Position: Q2 2026 in Review

Clear Point Advisors reduced its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, selling an estimated $296K and leaving 713 shares worth $263K. The position accounts for 0.23% of the portfolio, ranked #83.

Clear Point Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $614K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Clear Point Advisors held 713 shares of SPDR Gold Trust worth $263K as of Q2 2026.
Clear Point Advisors sold 715 SPDR Gold Trust shares in Q2 2026, an estimated $296K.
SPDR Gold Trust made up 0.23% of Clear Point Advisors's portfolio in Q2 2026, its #83 holding.
Clear Point Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's SPDR Gold Trust position peaked at $614K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.