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D.L. Carlson Investment Group’s SPDR Gold Trust GLD Stock Holding History

D.L. Carlson Investment 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 		$1.39M Sell
3,779
-789
-17% -$327K 0.22% 83
2026
Q1 		$1.97M Sell
4,568
-391
-8% -$175K 0.34% 76
2025
Q4 		$1.97M Sell
4,959
-55
-1% -$21K 0.33% 72
2025
Q3 		$1.78M Sell
5,014
-20
-0.4% -$6.37K 0.3% 78
2025
Q2 		$1.53M Sell
5,034
-43
-0.8% -$13K 0.28% 80
2025
Q1 		$1.46M Sell
5,077
-43
-0.8% -$11.4K 0.28% 86
2024
Q4 		$1.24M Hold
5,120
– – 0.22% 87
2024
Q3 		$1.24M Sell
5,120
-3
-0.1% -$687 0.23% 93
2024
Q2 		$1.1M Buy
5,123
+2,092
+69% +$452K 0.21% 94
2024
Q1 		$624K Sell
3,031
-23
-0.8% -$4.41K 0.12% 109
2023
Q4 		$567K Buy
3,054
+884
+41% +$162K 0.12% 107
2023
Q3 		$372K Sell
2,170
-3
-0.1% -$536 0.08% 109
2023
Q2 		$387K Buy
+2,173
New +$399K 0.07% 110
2013
Q4 		– Sell
-2,270
Closed -$291K – 127
2013
Q3 		$291K Hold
2,270
– – 0.11% 108
2013
Q2 		$270K Buy
+2,270
New +$311K 0.11% 106

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

D.L. Carlson Investment Group's GLD Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, selling an estimated $327K and leaving 3,779 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #83.

D.L. Carlson Investment Group first reported a position in GLD in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.97M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • D.L. Carlson Investment Group held 3,779 shares of SPDR Gold Trust worth $1.39M as of Q2 2026.
  • D.L. Carlson Investment Group sold 789 SPDR Gold Trust shares in Q2 2026, an estimated $327K.
  • SPDR Gold Trust made up 0.22% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #83 holding.
  • D.L. Carlson Investment Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 15 quarters since.
  • D.L. Carlson Investment Group's SPDR Gold Trust position peaked at $1.97M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.