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Coastline Trust’s SPDR Gold Trust GLD Stock Holding History

Coastline 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
Q3 		$10.2M Buy
26,766
+1,570
+6% +$614K 0.95% 25
2026
Q2 		$9.28M Buy
25,196
+224
+0.9% +$92.8K 0.82% 30
2026
Q1 		$10.7M Buy
24,972
+22,923
+1,119% +$10.3M 1.07% 25
2025
Q4 		$812K Buy
2,049
+358
+21% +$137K 0.08% 137
2025
Q3 		$601K Buy
1,691
+1,461
+635% +$466K 0.06% 146
2025
Q2 		$70.1K Hold
230
– – 0.01% 252
2025
Q1 		$66.3K Hold
230
– – 0.01% 256
2024
Q4 		$55.7K Hold
230
– – 0.01% 270
2024
Q3 		$55.9K Buy
+230
New +$52.7K 0.01% 279
2020
Q4 		– Sell
-1,280
Closed -$227K – 320
2020
Q3 		$227K Buy
+1,280
New +$230K 0.03% 298
2016
Q1 		– Sell
-2,435
Closed -$247K – 256
2015
Q4 		$247K Hold
2,435
– – 0.05% 244
2015
Q3 		$260K Hold
2,435
– – 0.06% 235
2015
Q2 		$274K Sell
2,435
-170
-7% -$19.5K 0.06% 239
2015
Q1 		$296K Hold
2,605
– – 0.06% 232
2014
Q4 		$296K Sell
2,605
-1,975
-43% -$228K 0.06% 242
2014
Q3 		$532K Hold
4,580
– – 0.14% 165
2014
Q2 		$586K Hold
4,580
– – 0.15% 160
2014
Q1 		$566K Hold
4,580
– – 0.15% 157
2013
Q4 		$532K Buy
4,580
+100
+2% +$12.3K 0.14% 157
2013
Q3 		$574K Sell
4,480
-3,000
-40% -$385K 0.17% 150
2013
Q2 		$891K Buy
+7,480
New +$1.02M 0.27% 125

Other funds holding GLD

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust's GLD Position: Q3 2026 in Review

Coastline Trust increased its SPDR Gold Trust (GLD) stake by 6.2% in Q3 2026, buying an estimated $614K and bringing the position to 26,766 shares worth $10.2M. The position accounts for 0.95% of the portfolio, ranked #25.

Coastline Trust first reported a position in GLD in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2026. 20 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Coastline Trust held 26,766 shares of SPDR Gold Trust worth $10.2M as of Q3 2026.
  • Coastline Trust bought 1,570 SPDR Gold Trust shares in Q3 2026, an estimated $614K.
  • SPDR Gold Trust made up 0.95% of Coastline Trust's portfolio in Q3 2026, its #25 holding.
  • Coastline Trust first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 21 quarters since.
  • Coastline Trust's SPDR Gold Trust position peaked at $10.7M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.