F/M Investments’s SPDR Gold Trust GLD Stock Holding History

F/M Investments’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	$392K	Hold	1,063	–	–	0.02%	291
2026 Q1	$457K	Sell	1,063 -20	-2%	-$8.96K	0.03%	241
2025 Q4	$429K	Hold	1,083	–	–	0.02%	353
2025 Q3	$385K	Hold	1,083	–	–	0.01%	352
2025 Q2	$330K	Buy	1,083 +130	+14%	+$39.4K	0.01%	359
2025 Q1	$275K	Hold	953	–	–	0.01%	364
2024 Q4	$231K	Hold	953	–	–	0.01%	385
2024 Q3	$234K	Buy	+953	New	+$218K	0.01%	328
2024 Q2	–	Sell	-978	Closed	-$201K	–	326
2024 Q1	$201K	Buy	+978	New	+$188K	0.14%	75

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

F/M Investments's GLD Position: Q2 2026 in Review

F/M Investments held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,063 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #291.

F/M Investments first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $457K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

F/M Investments held 1,063 shares of SPDR Gold Trust worth $392K as of Q2 2026.
F/M Investments left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of F/M Investments's portfolio in Q2 2026, its #291 holding.
F/M Investments first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
F/M Investments's SPDR Gold Trust position peaked at $457K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.