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Conservest Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Conservest Capital 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 		$11.3M Buy
30,747
+605
+2% +$251K 0.9% 22
2026
Q1 		$13M Buy
30,142
+440
+1% +$197K 1.18% 20
2025
Q4 		$11.8M Buy
29,702
+71
+0.2% +$27.1K 1.06% 19
2025
Q3 		$10.5M Buy
29,631
+144
+0.5% +$45.9K 0.97% 21
2025
Q2 		$8.99M Sell
29,487
-535
-2% -$162K 0.89% 21
2025
Q1 		$8.65M Buy
30,022
+1,225
+4% +$324K 0.91% 19
2024
Q4 		$6.97M Sell
28,797
-2,720
-9% -$668K 0.72% 22
2024
Q3 		$6.48M Buy
31,517
+3,639
+13% +$833K 0.66% 21
2024
Q2 		$5.74M Sell
27,878
-4,563
-14% -$987K 0.62% 22
2024
Q1 		$6.67M Sell
32,441
-1,662
-5% -$319K 0.68% 21
2023
Q4 		$6.52M Sell
34,103
-164
-0.5% -$30.1K 0.69% 21
2023
Q3 		$5.88M Sell
34,267
-109
-0.3% -$19.5K 0.71% 19
2023
Q2 		$6.13M Buy
34,376
+725
+2% +$133K 0.71% 19
2023
Q1 		$6.17M Sell
33,651
-2
-0% -$352 0.74% 19
2022
Q4 		$5.71M Buy
+33,653
New +$5.42M 0.72% 19
2022
Q3 		– Sell
-34,083
Closed -$5.48M – 18
2022
Q2 		$5.74M Buy
34,083
+927
+3% +$162K 0.71% 20
2022
Q1 		$5.99M Buy
33,156
+626
+2% +$110K 0.66% 20
2021
Q4 		$5.56M Buy
32,530
+823
+3% +$138K 0.6% 21
2021
Q3 		$5.21M Buy
31,707
+4,026
+15% +$674K 0.59% 22
2021
Q2 		$4.58M Buy
27,681
+3,416
+14% +$580K 0.52% 23
2021
Q1 		$3.88M Buy
24,265
+414
+2% +$69.6K 0.45% 23
2020
Q4 		$4.25M Buy
23,851
+780
+3% +$137K 0.51% 23
2020
Q3 		$4.09M Buy
23,071
+2,055
+10% +$369K 0.55% 24
2020
Q2 		$3.52M Buy
21,016
+2,490
+13% +$402K 0.5% 23
2020
Q1 		$2.74M Hold
18,526
– – 0.45% 24
2019
Q4 		$2.65M Hold
18,526
– – 0.35% 32
2019
Q3 		$2.57M Sell
18,526
-940
-5% -$131K 0.37% 32
2019
Q2 		$2.59M Sell
19,466
-3,000
-13% -$371K 0.38% 34
2019
Q1 		$2.74M Sell
22,466
-41
-0.2% -$5.05K 0.41% 33
2018
Q4 		$2.73M Sell
22,507
-468
-2% -$54.4K 0.45% 33
2018
Q3 		$2.59M Sell
22,975
-87
-0.4% -$9.98K 0.38% 34
2018
Q2 		$2.74M Sell
23,062
-159
-0.7% -$19.7K 0.42% 33
2018
Q1 		$2.92M Buy
23,221
+66
+0.3% +$8.32K 0.64% 24
2017
Q4 		$2.86M Sell
23,155
-2,689
-10% -$326K 0.57% 27
2017
Q3 		$3.14M Sell
25,844
-4,262
-14% -$518K 0.5% 34
2017
Q2 		$3.55M Sell
30,106
-767
-2% -$91.8K 0.75% 22
2017
Q1 		$3.67M Buy
+30,873
New +$3.59M 0.78% 21

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Conservest Capital Advisors's GLD Position: Q2 2026 in Review

Conservest Capital Advisors increased its SPDR Gold Trust (GLD) stake by 2% in Q2 2026, buying an estimated $251K and bringing the position to 30,747 shares worth $11.3M. The position accounts for 0.9% of the portfolio, ranked #22.

Conservest Capital Advisors first reported a position in GLD in Q1 2017 and has held it in 37 quarters since. The position peaked at $13M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Conservest Capital Advisors held 30,747 shares of SPDR Gold Trust worth $11.3M as of Q2 2026.
  • Conservest Capital Advisors bought 605 SPDR Gold Trust shares in Q2 2026, an estimated $251K.
  • SPDR Gold Trust made up 0.9% of Conservest Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Conservest Capital Advisors first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's SPDR Gold Trust position peaked at $13M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.