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Consolidated Portfolio Review Corp’s SPDR Gold Trust GLD Stock Holding History

Consolidated Portfolio Review Corp’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 		$26.2M Hold
71,225
– – 2.19% 10
2026
Q1 		$30.6M Hold
71,225
– – 2.8% 9
2025
Q4 		$28.2M Buy
71,225
+56,127
+372% +$21.4M 2.44% 9
2025
Q3 		$5.37M Buy
15,098
+694
+5% +$221K 0.67% 31
2025
Q2 		$4.39M Buy
14,404
+3
+0% +$908 0.61% 38
2025
Q1 		$4.15M Buy
14,401
+352
+3% +$93.1K 0.67% 35
2024
Q4 		$3.4M Sell
14,049
-3,047
-18% -$749K 0.54% 44
2024
Q3 		$4.16M Sell
17,096
-3,966
-19% -$908K 0.93% 21
2024
Q2 		$4.53M Buy
21,062
+12,126
+136% +$2.62M 1.06% 19
2024
Q1 		$1.84M Sell
8,936
-270
-3% -$51.8K 0.48% 61
2023
Q4 		$1.76M Sell
9,206
-6,385
-41% -$1.17M 0.4% 66
2023
Q3 		$2.67M Buy
15,591
+32
+0.2% +$5.72K 0.65% 32
2023
Q2 		$2.77M Sell
15,559
-10,819
-41% -$1.99M 0.66% 33
2023
Q1 		$4.83M Buy
+26,378
New +$4.64M 1.31% 14

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Consolidated Portfolio Review Corp's GLD Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 71,225 shares worth $26.2M. The position accounts for 2.19% of the portfolio, ranked #10.

Consolidated Portfolio Review Corp first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.6M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Consolidated Portfolio Review Corp held 71,225 shares of SPDR Gold Trust worth $26.2M as of Q2 2026.
  • Consolidated Portfolio Review Corp left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 2.19% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #10 holding.
  • Consolidated Portfolio Review Corp first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Consolidated Portfolio Review Corp's SPDR Gold Trust position peaked at $30.6M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.