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Dougherty & Associates’s SPDR Gold Trust GLD Stock Holding History

Dougherty & Associates’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 		– Sell
-672
Closed -$289K – 53
2026
Q1 		$289K Hold
672
– – 0.27% 48
2025
Q4 		$266K Buy
+672
New +$257K 0.24% 49

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

Dougherty & Associates's GLD Position: Q2 2026 in Review

Dougherty & Associates sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 672 shares — an estimated $289K sold.

Dougherty & Associates first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $289K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Dougherty & Associates reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Dougherty & Associates sold 672 SPDR Gold Trust shares in Q2 2026, an estimated $289K.
  • Dougherty & Associates first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Dougherty & Associates's SPDR Gold Trust position peaked at $289K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.