Ellevest Inc’s SPDR Gold Trust GLD Stock Holding History

Ellevest Inc’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	$224K	Buy	+1,323	New	+$548K	0.03%	427
2023 Q2	–	Sell	-35	Closed	-$6.41K	–	852
2023 Q1	$6.41K	Buy	+35	New	+$6.16K	﹤0.01%	1149
2022 Q4	–	Sell	-1,209	Closed	-$187K	–	1888
2022 Q3	$187K	Hold	1,209	–	–	0.02%	286
2022 Q2	$204K	Hold	1,209	–	–	0.02%	275
2022 Q1	$218K	Hold	1,209	–	–	0.02%	306
2021 Q4	$207K	Sell	1,209 -80	-6%	-$13.4K	0.02%	286
2021 Q3	$212K	Sell	1,289 -11	-0.8%	-$1.84K	0.02%	259
2021 Q2	$215K	Sell	1,300 -163	-11%	-$27.7K	0.02%	246
2021 Q1	$234K	Buy	1,463 +254	+21%	+$42.7K	0.03%	190
2020 Q4	$216K	Hold	1,209	–	–	0.03%	150
2020 Q3	$214K	Buy	1,209 +474	+64%	+$85.2K	0.04%	127
2020 Q2	$123K	Buy	735 +595	+425%	+$96K	0.03%	165
2020 Q1	$21K	Hold	140	–	–	0.01%	426
2019 Q4	$20K	Hold	140	–	–	0.01%	413
2019 Q3	$19K	Hold	140	–	–	0.01%	181
2019 Q2	$19K	Hold	140	–	–	0.01%	202
2019 Q1	$17K	Hold	140	–	–	0.01%	155
2018 Q4	$17K	Buy	+140	New	+$16.3K	0.01%	326

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

Ellevest Inc's GLD Position: Q2 2026 in Review

Ellevest Inc opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 1,323 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in GLD as recently as Q1 2023.

Ellevest Inc first reported a position in GLD in Q4 2018 and has held it in 18 quarters since. The position peaked at $234K in Q1 2021. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ellevest Inc held 1,323 shares of SPDR Gold Trust worth $224K as of Q2 2026.
SPDR Gold Trust was a new Ellevest Inc position in Q2 2026.
SPDR Gold Trust made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #427 holding.
Ellevest Inc first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 18 quarters since.
Ellevest Inc's SPDR Gold Trust position peaked at $234K in Q1 2021.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.