Ellenbecker Investment Group’s SPDR Gold Trust GLD Stock Holding History

Ellenbecker 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	$444K	Sell	1,206 -137	-10%	-$56.8K	0.05%	89
2026 Q1	$578K	Buy	1,343 +22	+2%	+$9.85K	0.08%	70
2025 Q4	$524K	Buy	1,321 +30	+2%	+$11.5K	0.07%	71
2025 Q3	$459K	Buy	1,291 +50	+4%	+$15.9K	0.07%	77
2025 Q2	$378K	Buy	1,241 +116	+10%	+$35.1K	0.06%	79
2025 Q1	$324K	Buy	1,125 +4	+0.4%	+$1.06K	0.06%	85
2024 Q4	$271K	Buy	1,121 +254	+29%	+$62.4K	0.05%	96
2024 Q3	$211K	Buy	+867	New	+$199K	0.04%	107

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

Ellenbecker Investment Group's GLD Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $56.8K and leaving 1,206 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #89.

Ellenbecker Investment Group first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $578K in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ellenbecker Investment Group held 1,206 shares of SPDR Gold Trust worth $444K as of Q2 2026.
Ellenbecker Investment Group sold 137 SPDR Gold Trust shares in Q2 2026, an estimated $56.8K.
SPDR Gold Trust made up 0.05% of Ellenbecker Investment Group's portfolio in Q2 2026, its #89 holding.
Ellenbecker Investment Group first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Ellenbecker Investment Group's SPDR Gold Trust position peaked at $578K in Q1 2026.
3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.