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Dakota Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Dakota Wealth Management’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
2020
Q4 		– Sell
-2,100
Closed -$372K – 330
2020
Q3 		$372K Buy
+2,100
New +$377K 0.06% 208

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

Dakota Wealth Management's GLD Position: Q2 2026 in Review

Dakota Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.72% in Q2 2026, selling an estimated $135K and leaving 44,819 shares worth $16.5M. The position accounts for 0.32% of the portfolio, ranked #72.

Dakota Wealth Management first reported a position in GLD in Q2 2016 and has held it in 41 quarters since. The position peaked at $20.7M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Dakota Wealth Management held 44,819 shares of SPDR Gold Trust worth $16.5M as of Q2 2026.
  • Dakota Wealth Management sold 326 SPDR Gold Trust shares in Q2 2026, an estimated $135K.
  • SPDR Gold Trust made up 0.32% of Dakota Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Dakota Wealth Management first reported a position in SPDR Gold Trust in Q2 2016 and has held it in 41 quarters since.
  • Dakota Wealth Management's SPDR Gold Trust position peaked at $20.7M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.