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Crewe Advisors’s SPDR Gold Trust GLD Stock Holding History

Crewe 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 		$1.93M Buy
5,248
+4
+0.1% +$1.66K 0.14% 62
2026
Q1 		$2.26M Buy
5,244
+123
+2% +$55.1K 0.19% 56
2025
Q4 		$2.03M Hold
5,121
– – 0.18% 56
2025
Q3 		$1.82M Buy
5,121
+19
+0.4% +$6.05K 0.17% 60
2025
Q2 		$1.56M Hold
5,102
– – 0.22% 53
2025
Q1 		$1.47M Hold
5,102
– – 0.21% 46
2024
Q4 		$1.24M Hold
5,102
– – 0.17% 49
2024
Q3 		$1.24M Hold
5,102
– – 0.14% 50
2024
Q2 		$1.1M Buy
5,102
+205
+4% +$44.3K 0.12% 68
2024
Q1 		$1.01M Buy
4,897
+95
+2% +$18.2K 0.12% 70
2023
Q4 		$918K Buy
4,802
+880
+22% +$161K 0.15% 39
2023
Q3 		$672K Sell
3,922
-14
-0.4% -$2.5K 0.12% 41
2023
Q2 		$702K Hold
3,936
– – 0.1% 66
2023
Q1 		$721K Buy
3,936
+14
+0.4% +$2.46K 0.11% 64
2022
Q4 		$665K Hold
3,922
– – 0.11% 68
2022
Q3 		$607K Hold
3,922
– – 0.11% 65
2022
Q2 		$661K Sell
3,922
-150
-4% -$26.2K 0.15% 46
2022
Q1 		$736K Sell
4,072
-332
-8% -$58.2K 0.14% 40
2021
Q4 		$753K Buy
4,404
+150
+4% +$25.2K 0.15% 36
2021
Q3 		$699K Hold
4,254
– – 0.17% 32
2021
Q2 		$705K Hold
4,254
– – 0.17% 33
2021
Q1 		$680K Hold
4,254
– – 0.17% 31
2020
Q4 		$759K Hold
4,254
– – 0.3% 28
2020
Q3 		$753K Buy
4,254
+546
+15% +$98.1K 0.35% 25
2020
Q2 		$621K Buy
3,708
+1,768
+91% +$285K 0.3% 26
2020
Q1 		$287K Hold
1,940
– – 0.17% 34
2019
Q4 		$277K Hold
1,940
– – 0.12% 46
2019
Q3 		$269K Hold
1,940
– – 0.12% 44
2019
Q2 		$258K Hold
1,940
– – 0.08% 73
2019
Q1 		$237K Sell
1,940
-500
-20% -$61.6K 0.07% 54
2018
Q4 		$296K Sell
2,440
-652
-21% -$75.8K 0.09% 46
2018
Q3 		$349K Hold
3,092
– – 0.3% 40
2018
Q2 		$367K Hold
3,092
– – 0.34% 37
2018
Q1 		$389K Hold
3,092
– – 0.38% 32
2017
Q4 		$382K Buy
+3,092
New +$375K 0.37% 33

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Crewe Advisors's GLD Position: Q2 2026 in Review

Crewe Advisors increased its SPDR Gold Trust (GLD) stake by 0.08% in Q2 2026, buying an estimated $1.66K and bringing the position to 5,248 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #62.

Crewe Advisors first reported a position in GLD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.26M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Crewe Advisors held 5,248 shares of SPDR Gold Trust worth $1.93M as of Q2 2026.
  • Crewe Advisors bought 4 SPDR Gold Trust shares in Q2 2026, an estimated $1.66K.
  • SPDR Gold Trust made up 0.14% of Crewe Advisors's portfolio in Q2 2026, its #62 holding.
  • Crewe Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 35 quarters since.
  • Crewe Advisors's SPDR Gold Trust position peaked at $2.26M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.