EWA
GLD icon

EverSource Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

EverSource Wealth 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 		$5.29M Sell
14,350
-1,655
-10% -$686K 0.18% 110
2026
Q1 		$6.89M Buy
16,005
+5,821
+57% +$2.61M 0.21% 84
2025
Q4 		$4.04M Buy
10,184
+307
+3% +$117K 0.15% 116
2025
Q3 		$3.51M Sell
9,877
-310
-3% -$98.8K 0.14% 130
2025
Q2 		$3.11M Buy
10,187
+986
+11% +$299K 0.14% 129
2025
Q1 		$2.65M Sell
9,201
-581
-6% -$154K 0.15% 127
2024
Q4 		$2.37M Buy
9,782
+1,061
+12% +$261K 0.13% 131
2024
Q3 		$2.12M Sell
8,721
-14
-0.2% -$3.21K 0.13% 135
2024
Q2 		$1.98M Buy
8,735
+1,240
+17% +$268K 0.13% 134
2024
Q1 		$1.59M Sell
7,495
-550
-7% -$106K 0.12% 137
2023
Q4 		$1.54M Sell
8,045
-38,756
-83% -$7.1M 0.14% 134
2023
Q3 		$8.02M Buy
46,801
+1,900
+4% +$340K 0.85% 24
2023
Q2 		$8M Buy
44,901
+3,977
+10% +$731K 0.88% 22
2023
Q1 		$7.5M Buy
40,924
+38,336
+1,481% +$6.75M 0.93% 22
2022
Q4 		$439K Buy
2,588
+1,785
+222% +$288K 0.07% 216
2022
Q3 		$124K Sell
803
-1,870
-70% -$301K 0.03% 379
2022
Q2 		$450K Hold
2,673
– – 0.12% 163
2022
Q1 		$483K Sell
2,673
-31
-1% -$5.44K 0.12% 155
2021
Q4 		$462K Buy
+2,704
New +$454K 0.13% 124

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

EverSource Wealth Advisors's GLD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $686K and leaving 14,350 shares worth $5.29M. The position accounts for 0.18% of the portfolio, ranked #110.

EverSource Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.02M in Q3 2023. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • EverSource Wealth Advisors held 14,350 shares of SPDR Gold Trust worth $5.29M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,655 SPDR Gold Trust shares in Q2 2026, an estimated $686K.
  • SPDR Gold Trust made up 0.18% of EverSource Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • EverSource Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SPDR Gold Trust position peaked at $8.02M in Q3 2023.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.