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Convergence Financial’s SPDR Gold Trust GLD Stock Holding History

Convergence Financial’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 		– Sell
-2,367
Closed -$1.02M – 280
2026
Q1 		$1.02M Buy
2,367
+1,028
+77% +$460K 0.11% 102
2025
Q4 		$531K Buy
+1,339
New +$511K 0.08% 118

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

Convergence Financial's GLD Position: Q2 2026 in Review

Convergence Financial sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 2,367 shares — an estimated $1.02M sold.

Convergence Financial first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $1.02M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Convergence Financial reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 2,367 SPDR Gold Trust shares in Q2 2026, an estimated $1.02M.
  • Convergence Financial first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Convergence Financial's SPDR Gold Trust position peaked at $1.02M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.