Eldridge Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Eldridge Investment 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	$511K	Sell	1,387 -50	-3%	-$20.7K	0.1%	110
2026 Q1	$618K	Hold	1,437	–	–	0.14%	89
2025 Q4	$569K	Buy	1,437 +61	+4%	+$23.3K	0.13%	102
2025 Q3	$489K	Hold	1,376	–	–	0.11%	111
2025 Q2	$419K	Hold	1,376	–	–	0.09%	118
2025 Q1	$396K	Hold	1,376	–	–	0.09%	119
2024 Q4	$333K	Hold	1,376	–	–	0.08%	127
2024 Q3	$334K	Hold	1,376	–	–	0.08%	130
2024 Q2	$296K	Hold	1,376	–	–	0.07%	129
2024 Q1	$283K	Hold	1,376	–	–	0.07%	132
2023 Q4	$263K	Hold	1,376	–	–	0.07%	129
2023 Q3	$236K	Hold	1,376	–	–	0.08%	128
2023 Q2	$245K	Hold	1,376	–	–	0.08%	126
2023 Q1	$252K	Hold	1,376	–	–	0.09%	121
2022 Q4	$233K	Hold	1,376	–	–	0.08%	124
2022 Q3	$213K	Hold	1,376	–	–	0.08%	122
2022 Q2	$232K	Hold	1,376	–	–	0.09%	117
2022 Q1	$249K	Hold	1,376	–	–	0.08%	112
2021 Q4	$235K	Hold	1,376	–	–	0.08%	114
2021 Q3	$226K	Buy	1,376 +23	+2%	+$3.85K	0.08%	113
2021 Q2	$224K	Hold	1,353	–	–	0.08%	109
2021 Q1	$216K	Buy	1,353 +24	+2%	+$4.03K	0.08%	106
2020 Q4	$237K	Hold	1,329	–	–	0.1%	98
2020 Q3	$235K	Hold	1,329	–	–	0.11%	91
2020 Q2	$222K	Buy	+1,329	New	+$214K	0.11%	93

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Eldridge Investment Advisors's GLD Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 3.5% in Q2 2026, selling an estimated $20.7K and leaving 1,387 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #110.

Eldridge Investment Advisors first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $618K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Eldridge Investment Advisors held 1,387 shares of SPDR Gold Trust worth $511K as of Q2 2026.
Eldridge Investment Advisors sold 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
SPDR Gold Trust made up 0.1% of Eldridge Investment Advisors's portfolio in Q2 2026, its #110 holding.
Eldridge Investment Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
Eldridge Investment Advisors's SPDR Gold Trust position peaked at $618K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.