FUBT
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First United Bank & Trust’s SPDR Gold Trust GLD Stock Holding History

First United Bank & Trust’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 		$1.48M Sell
4,008
-1,250
-24% -$518K 0.42% 55
2026
Q1 		$2.26M Buy
5,258
+905
+21% +$405K 0.73% 37
2025
Q4 		$1.73M Buy
4,353
+2,140
+97% +$817K 0.55% 47
2025
Q3 		$787K Buy
2,213
+355
+19% +$113K 0.26% 83
2025
Q2 		$566K Buy
1,858
+445
+31% +$135K 0.2% 93
2025
Q1 		$407K Buy
1,413
+1,185
+520% +$313K 0.15% 102
2024
Q4 		$55.2K Buy
228
+10
+5% +$2.46K 0.02% 211
2024
Q3 		$53K Hold
218
– – 0.02% 223
2024
Q2 		$46.9K Hold
218
– – 0.02% 232
2024
Q1 		$44.8K Hold
218
– – 0.02% 249
2023
Q4 		$41.7K Buy
+218
New +$40K 0.02% 250
2021
Q2 		– Sell
-1,413
Closed -$226K – 164
2021
Q1 		$226K Sell
1,413
-95
-6% -$16K 0.1% 146
2020
Q4 		$269K Buy
+1,508
New +$266K 0.13% 120
2013
Q4 		– Sell
-2,130
Closed -$273K – 79
2013
Q3 		$273K Sell
2,130
-175
-8% -$22.5K 0.33% 71
2013
Q2 		$275K Buy
+2,305
New +$316K 0.37% 69

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

First United Bank & Trust's GLD Position: Q2 2026 in Review

First United Bank & Trust reduced its SPDR Gold Trust (GLD) stake by 24% in Q2 2026, selling an estimated $518K and leaving 4,008 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #55.

First United Bank & Trust first reported a position in GLD in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • First United Bank & Trust held 4,008 shares of SPDR Gold Trust worth $1.48M as of Q2 2026.
  • First United Bank & Trust sold 1,250 SPDR Gold Trust shares in Q2 2026, an estimated $518K.
  • SPDR Gold Trust made up 0.42% of First United Bank & Trust's portfolio in Q2 2026, its #55 holding.
  • First United Bank & Trust first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 15 quarters since.
  • First United Bank & Trust's SPDR Gold Trust position peaked at $2.26M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.