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Clearstead Trust’s SPDR Gold Trust GLD Stock Holding History

Clearstead Trust’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 		$245K Sell
664
-50
-7% -$20.7K 0.03% 170
2026
Q1 		$307K Buy
714
+90
+14% +$40.3K 0.05% 149
2025
Q4 		$247K Sell
624
-20
-3% -$7.64K 0.04% 170
2025
Q3 		$229K Buy
644
+17
+3% +$5.42K 0.04% 165
2025
Q2 		$191K Hold
627
– – 0.04% 179
2025
Q1 		$181K Hold
627
– – 0.04% 159
2024
Q4 		$152K Hold
627
– – 0.03% 172
2024
Q3 		$152K Buy
627
+35
+6% +$8.02K 0.04% 153
2024
Q2 		$127K Hold
592
– – 0.03% 161
2024
Q1 		$122K Hold
592
– – 0.03% 169
2023
Q4 		$113K Sell
592
-800
-57% -$147K 0.03% 190
2023
Q3 		$239K Hold
1,392
– – 0.08% 107
2023
Q2 		$251K Sell
1,392
-30
-2% -$5.51K 0.08% 111
2023
Q1 		$261K Sell
1,422
-33
-2% -$5.81K 0.08% 113
2022
Q4 		$246K Sell
1,455
-304
-17% -$49K 0.08% 116
2022
Q3 		$272K Buy
1,759
+999
+131% +$161K 0.09% 103
2022
Q2 		$128K Hold
760
– – 0.1% 96
2022
Q1 		$137K Buy
+760
New +$133K 0.09% 101
2020
Q4 		– Sell
-154
Closed -$27K – 185
2020
Q3 		$27K Buy
154
+27
+21% +$4.85K 0.02% 123
2020
Q2 		$21K Buy
127
+64
+102% +$10.3K 0.02% 130
2020
Q1 		$9K Buy
+63
New +$9.38K 0.01% 154

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

Clearstead Trust's GLD Position: Q2 2026 in Review

Clearstead Trust reduced its SPDR Gold Trust (GLD) stake by 7% in Q2 2026, selling an estimated $20.7K and leaving 664 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #170.

Clearstead Trust first reported a position in GLD in Q1 2020 and has held it in 21 quarters since. The position peaked at $307K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Clearstead Trust held 664 shares of SPDR Gold Trust worth $245K as of Q2 2026.
  • Clearstead Trust sold 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
  • SPDR Gold Trust made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #170 holding.
  • Clearstead Trust first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 21 quarters since.
  • Clearstead Trust's SPDR Gold Trust position peaked at $307K in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.