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Crestwood Advisors Group’s SPDR Gold Trust GLD Stock Holding History

Crestwood Advisors Group’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 		$2.31M Sell
6,283
-396
-6% -$164K 0.03% 226
2026
Q1 		$2.87M Sell
6,679
-21
-0.3% -$9.4K 0.05% 196
2025
Q4 		$2.66M Sell
6,700
-15
-0.2% -$5.73K 0.04% 190
2025
Q3 		$2.39M Buy
6,715
+470
+8% +$150K 0.04% 196
2025
Q2 		$1.9M Buy
6,245
+1,044
+20% +$316K 0.03% 215
2025
Q1 		$1.5M Sell
5,201
-1,182
-19% -$313K 0.03% 224
2024
Q4 		$1.55M Buy
6,383
+1,386
+28% +$341K 0.03% 210
2024
Q3 		$1.21M Buy
4,997
+222
+5% +$50.8K 0.02% 218
2024
Q2 		$1.03M Buy
4,775
+80
+2% +$17.3K 0.02% 216
2024
Q1 		$966K Sell
4,695
-37
-0.8% -$7.1K 0.02% 220
2023
Q4 		$905K Buy
4,732
+1,255
+36% +$230K 0.02% 220
2023
Q3 		$596K Buy
3,477
+649
+23% +$116K 0.02% 234
2023
Q2 		$504K Sell
2,828
-76
-3% -$14K 0.02% 181
2023
Q1 		$532K Sell
2,904
-335
-10% -$58.9K 0.02% 183
2022
Q4 		$549K Sell
3,239
-1,778
-35% -$286K 0.02% 181
2022
Q3 		$776K Sell
5,017
-2,089
-29% -$336K 0.03% 155
2022
Q2 		$1.2M Sell
7,106
-2,999
-30% -$524K 0.04% 140
2022
Q1 		$1.82M Sell
10,105
-1,595
-14% -$280K 0.05% 122
2021
Q4 		$2M Buy
11,700
+226
+2% +$37.9K 0.05% 124
2021
Q3 		$1.88M Hold
11,474
– – 0.05% 123
2021
Q2 		$1.9M Sell
11,474
-18
-0.2% -$3.06K 0.06% 120
2021
Q1 		$1.84M Sell
11,492
-56,807
-83% -$9.55M 0.06% 120
2020
Q4 		$12.2M Buy
68,299
+28
+0% +$4.93K 0.4% 68
2020
Q3 		$12.1M Buy
68,271
+800
+1% +$144K 0.45% 67
2020
Q2 		$11.3M Buy
67,471
+9,946
+17% +$1.6M 0.45% 65
2020
Q1 		$8.52M Buy
57,525
+25
+0% +$3.72K 0.42% 67
2019
Q4 		$8.22M Sell
57,500
-45
-0.1% -$6.29K 0.33% 77
2019
Q3 		$7.99M Buy
57,545
+250
+0.4% +$34.8K 0.35% 74
2019
Q2 		$7.63M Buy
+57,295
New +$7.08M 0.35% 77
2017
Q2 		– Sell
-1,155
Closed -$138K – 259
2017
Q1 		$138K Buy
+1,155
New +$134K 0.01% 166

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

Crestwood Advisors Group's GLD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its SPDR Gold Trust (GLD) stake by 5.9% in Q2 2026, selling an estimated $164K and leaving 6,283 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #226.

Crestwood Advisors Group first reported a position in GLD in Q1 2017 and has held it in 30 quarters since. The position peaked at $12.2M in Q4 2020. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Crestwood Advisors Group held 6,283 shares of SPDR Gold Trust worth $2.31M as of Q2 2026.
  • Crestwood Advisors Group sold 396 SPDR Gold Trust shares in Q2 2026, an estimated $164K.
  • SPDR Gold Trust made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #226 holding.
  • Crestwood Advisors Group first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 30 quarters since.
  • Crestwood Advisors Group's SPDR Gold Trust position peaked at $12.2M in Q4 2020.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.