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Crescent Grove Advisors’s SPDR Gold Trust GLD Stock Holding History

Crescent Grove 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 		$3.48M Sell
9,439
-6,166
-40% -$2.55M 0.29% 73
2026
Q1 		$6.71M Sell
15,605
-114
-0.7% -$51.1K 0.65% 36
2025
Q4 		$6.23M Buy
15,719
+3,175
+25% +$1.21M 0.58% 38
2025
Q3 		$4.46M Buy
12,544
+3,555
+40% +$1.13M 0.42% 53
2025
Q2 		$2.74M Buy
8,989
+2,856
+47% +$865K 0.27% 70
2025
Q1 		$1.77M Sell
6,133
-51
-0.8% -$13.5K 0.18% 79
2024
Q4 		$1.5M Buy
6,184
+218
+4% +$53.6K 0.15% 92
2024
Q3 		$1.45M Buy
5,966
+544
+10% +$125K 0.15% 97
2024
Q2 		$1.17M Buy
5,422
+373
+7% +$80.7K 0.13% 104
2024
Q1 		$1.04M Hold
5,049
– – 0.11% 117
2023
Q4 		$965K Sell
5,049
-2,886
-36% -$529K 0.11% 119
2023
Q3 		$1.36M Sell
7,935
-43
-0.5% -$7.69K 0.17% 89
2023
Q2 		$1.42M Buy
7,978
+2,986
+60% +$549K 0.15% 84
2023
Q1 		$915K Buy
4,992
+219
+5% +$38.5K 0.11% 113
2022
Q4 		$810K Sell
4,773
-91
-2% -$14.7K 0.08% 133
2022
Q3 		$752K Buy
4,864
+816
+20% +$131K 0.09% 124
2022
Q2 		$682K Hold
4,048
– – 0.07% 136
2022
Q1 		$731K Hold
4,048
– – 0.07% 144
2021
Q4 		$692K Buy
4,048
+25
+0.6% +$4.2K 0.06% 143
2021
Q3 		$661K Hold
4,023
– – 0.07% 134
2021
Q2 		$666K Hold
4,023
– – 0.07% 133
2021
Q1 		$644K Buy
4,023
+150
+4% +$25.2K 0.08% 116
2020
Q4 		$691K Hold
3,873
– – 0.09% 96
2020
Q3 		$686K Buy
3,873
+1,839
+90% +$330K 0.14% 81
2020
Q2 		$340K Buy
2,034
+667
+49% +$108K 0.07% 112
2020
Q1 		$202K Buy
+1,367
New +$204K 0.04% 128
2018
Q3 		– Sell
-4,067
Closed -$483K – 142
2018
Q2 		$483K Hold
4,067
– – 0.12% 85
2018
Q1 		$512K Buy
+4,067
New +$513K 0.13% 79

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

Crescent Grove Advisors's GLD Position: Q2 2026 in Review

Crescent Grove Advisors reduced its SPDR Gold Trust (GLD) stake by 40% in Q2 2026, selling an estimated $2.55M and leaving 9,439 shares worth $3.48M. The position accounts for 0.29% of the portfolio, ranked #73.

Crescent Grove Advisors first reported a position in GLD in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.71M in Q1 2026. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Crescent Grove Advisors held 9,439 shares of SPDR Gold Trust worth $3.48M as of Q2 2026.
  • Crescent Grove Advisors sold 6,166 SPDR Gold Trust shares in Q2 2026, an estimated $2.55M.
  • SPDR Gold Trust made up 0.29% of Crescent Grove Advisors's portfolio in Q2 2026, its #73 holding.
  • Crescent Grove Advisors first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 28 quarters since.
  • Crescent Grove Advisors's SPDR Gold Trust position peaked at $6.71M in Q1 2026.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.