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Family Office Research’s SPDR Gold Trust GLD Stock Holding History

Family Office Research’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 		$607K Buy
1,648
+35
+2% +$14.5K 0.23% 42
2026
Q1 		$694K Buy
1,613
+13
+0.8% +$5.82K 0.3% 33
2025
Q4 		$638K Sell
1,600
-29
-2% -$11.1K 0.26% 40
2025
Q3 		$579K Hold
1,629
– – 0.25% 43
2025
Q2 		$497K Hold
1,629
– – 0.23% 44
2025
Q1 		$470K Buy
1,629
+300
+23% +$79.3K 0.23% 45
2024
Q4 		$322K Buy
+1,329
New +$327K 0.14% 54

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Family Office Research's GLD Position: Q2 2026 in Review

Family Office Research increased its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,648 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #42.

Family Office Research first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Family Office Research held 1,648 shares of SPDR Gold Trust worth $607K as of Q2 2026.
  • Family Office Research bought 35 SPDR Gold Trust shares in Q2 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.23% of Family Office Research's portfolio in Q2 2026, its #42 holding.
  • Family Office Research first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Family Office Research's SPDR Gold Trust position peaked at $694K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.