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EWG Elevate’s SPDR Gold Trust GLD Stock Holding History

EWG Elevate’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
2025
Q3 		$2.66M Sell
7,479
-7,021
-48% -$2.24M 0.83% 43
2025
Q2 		$4.42M Sell
14,500
-65,164
-82% -$19.7M 1.36% 19
2025
Q1 		$23M Buy
79,664
+76,813
+2,694% +$20.3M 8.58% 1
2024
Q4 		$690K Sell
2,851
-23,669
-89% -$5.82M 0.21% 86
2024
Q3 		$6.45M Buy
26,520
+1,694
+7% +$388K 2.59% 13
2024
Q2 		$5.34M Sell
24,826
-2,940
-11% -$636K 1.95% 14
2024
Q1 		$5.71M Sell
27,766
-35
-0.1% -$6.72K 2.17% 12
2023
Q4 		$5.31M Buy
+27,801
New +$5.1M 2.2% 14
2023
Q3 		– Sell
-71,435
Closed -$12.7M – 104
2023
Q2 		$12.7M Sell
71,435
-151
-0.2% -$27.7K 5.27% 2
2023
Q1 		$13.1M Sell
71,586
-4,404
-6% -$775K 5.6% 1
2022
Q4 		$12.9M Sell
75,990
-440
-0.6% -$70.9K 6.49% 3
2022
Q3 		$11.8M Sell
76,430
-515
-0.7% -$82.8K 6.66% 4
2022
Q2 		$13M Buy
76,945
+1,345
+2% +$235K 6.31% 2
2022
Q1 		$13.7M Buy
75,600
+73,312
+3,204% +$12.9M 5.36% 2
2021
Q4 		$391K Sell
2,288
-493
-18% -$82.8K 0.19% 60
2021
Q3 		$457K Sell
2,781
-35,693
-93% -$5.97M 0.19% 61
2021
Q2 		$6.39M Buy
38,474
+36,622
+1,977% +$6.22M 2.48% 12
2021
Q1 		$296K Sell
1,852
-22,796
-92% -$3.83M 0.13% 62
2020
Q4 		$4.4M Sell
24,648
-18,447
-43% -$3.25M 2.02% 20
2020
Q3 		$7.63M Sell
43,095
-934
-2% -$168K 4.44% 5
2020
Q2 		$7.37M Buy
+44,029
New +$7.1M 4.98% 4

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWG Elevate's GLD Position: Q3 2025 in Review

EWG Elevate reduced its SPDR Gold Trust (GLD) stake by 48% in Q3 2025, selling an estimated $2.24M and leaving 7,479 shares worth $2.66M. The position accounts for 0.83% of the portfolio, ranked #43.

EWG Elevate first reported a position in GLD in Q2 2020 and has held it in 21 quarters since. The position peaked at $23M in Q1 2025. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • EWG Elevate held 7,479 shares of SPDR Gold Trust worth $2.66M as of Q3 2025.
  • EWG Elevate sold 7,021 SPDR Gold Trust shares in Q3 2025, an estimated $2.24M.
  • SPDR Gold Trust made up 0.83% of EWG Elevate's portfolio in Q3 2025, its #43 holding.
  • EWG Elevate first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 21 quarters since.
  • EWG Elevate's SPDR Gold Trust position peaked at $23M in Q1 2025.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.