Colony Family Offices’s SPDR Gold Trust GLD Stock Holding History

Colony Family Offices’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	$209K	Sell	567 -45	-7%	-$18.6K	0.05%	54
2026 Q1	$263K	Sell	612 -48	-7%	-$21.5K	0.06%	50
2025 Q4	$262K	Sell	660 -92	-12%	-$35.1K	0.07%	50
2025 Q3	$267K	Hold	752	–	–	0.07%	50
2025 Q2	$229K	Hold	752	–	–	0.06%	52
2025 Q1	$217K	Buy	+752	New	+$199K	0.07%	52
2024 Q2	–	Sell	-4,343	Closed	-$893K	–	63
2024 Q1	$893K	Hold	4,343	–	–	0.29%	39
2023 Q4	$830K	Buy	+4,343	New	+$796K	0.29%	38
2022 Q4	–	Sell	-1,360	Closed	-$210K	–	78
2022 Q3	$210K	Buy	+1,360	New	+$219K	0.09%	67

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Colony Family Offices's GLD Position: Q2 2026 in Review

Colony Family Offices reduced its SPDR Gold Trust (GLD) stake by 7.4% in Q2 2026, selling an estimated $18.6K and leaving 567 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #54.

Colony Family Offices first reported a position in GLD in Q3 2022 and has held it in 9 quarters since. The position peaked at $893K in Q1 2024. 1,416 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Colony Family Offices held 567 shares of SPDR Gold Trust worth $209K as of Q2 2026.
Colony Family Offices sold 45 SPDR Gold Trust shares in Q2 2026, an estimated $18.6K.
SPDR Gold Trust made up 0.05% of Colony Family Offices's portfolio in Q2 2026, its #54 holding.
Colony Family Offices first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 9 quarters since.
Colony Family Offices's SPDR Gold Trust position peaked at $893K in Q1 2024.
1,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.