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CVA Family Office’s SPDR Gold Trust GLD Stock Holding History

CVA Family Office’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 		$673K Hold
1,826
– – 0.06% 169
2026
Q1 		$786K Buy
1,826
+10
+0.6% +$4.48K 0.08% 131
2025
Q4 		$720K Sell
1,816
-385
-17% -$147K 0.08% 131
2025
Q3 		$782K Hold
2,201
– – 0.1% 120
2025
Q2 		$671K Hold
2,201
– – 0.09% 131
2025
Q1 		$634K Sell
2,201
-1,235
-36% -$327K 0.1% 130
2024
Q4 		$832K Hold
3,436
– – 0.13% 108
2024
Q3 		$835K Buy
3,436
+3,401
+9,717% +$779K 0.14% 107
2024
Q2 		$7.53K Hold
35
– – ﹤0.01% 778
2024
Q1 		$7.2K Hold
35
– – ﹤0.01% 797
2023
Q4 		$6.69K Buy
+35
New +$6.42K ﹤0.01% 779
2023
Q3 		– Sell
-124
Closed -$22.1K – 522
2023
Q2 		$22.1K Hold
124
– – ﹤0.01% 596
2023
Q1 		$22.7K Hold
124
– – 0.01% 572
2022
Q4 		$21K Hold
124
– – 0.01% 554
2022
Q3 		$19K Hold
124
– – 0.01% 535
2022
Q2 		$21K Hold
124
– – 0.01% 529
2022
Q1 		$22K Hold
124
– – 0.01% 540
2021
Q4 		$21K Buy
124
+36
+41% +$6.04K 0.01% 518
2021
Q3 		$16K Sell
88
-36
-29% -$6.03K 0.01% 274
2021
Q2 		$21K Hold
124
– – 0.01% 520
2021
Q1 		$20K Buy
124
+36
+41% +$6.05K 0.01% 416
2020
Q4 		$16K Hold
88
– – 0.01% 279
2020
Q3 		$16K Hold
88
– – 0.01% 274
2020
Q2 		$15K Hold
88
– – 0.01% 237
2020
Q1 		$13K Buy
+88
New +$13.1K 0.01% 228

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

CVA Family Office's GLD Position: Q2 2026 in Review

CVA Family Office held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,826 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #169.

CVA Family Office first reported a position in GLD in Q1 2020 and has held it in 25 quarters since. The position peaked at $835K in Q3 2024. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CVA Family Office held 1,826 shares of SPDR Gold Trust worth $673K as of Q2 2026.
  • CVA Family Office left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.06% of CVA Family Office's portfolio in Q2 2026, its #169 holding.
  • CVA Family Office first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's SPDR Gold Trust position peaked at $835K in Q3 2024.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.