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Ferguson Wellman Capital Management’s SPDR Gold Trust GLD Stock Holding History

Ferguson Wellman Capital Management’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 		$1.25M Sell
3,395
-35
-1% -$14.5K 0.02% 210
2026
Q1 		$1.48M Buy
+3,430
New +$1.54M 0.02% 192
2019
Q1 		– Sell
-1,766
Closed -$214K – 350
2018
Q4 		$214K Buy
+1,766
New +$205K 0.01% 317

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ferguson Wellman Capital Management's GLD Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, selling an estimated $14.5K and leaving 3,395 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #210.

Ferguson Wellman Capital Management first reported a position in GLD in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ferguson Wellman Capital Management held 3,395 shares of SPDR Gold Trust worth $1.25M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 35 SPDR Gold Trust shares in Q2 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #210 holding.
  • Ferguson Wellman Capital Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 3 quarters since.
  • Ferguson Wellman Capital Management's SPDR Gold Trust position peaked at $1.48M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.