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Gallagher Fiduciary Advisors’s SPDR Gold Trust GLD Stock Holding History

Gallagher Fiduciary Advisors’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 		$285K Sell
773
-15
-2% -$6.21K 0.01% 298
2026
Q1 		$339K Buy
788
+12
+2% +$5.37K 0.01% 252
2025
Q4 		$308K Buy
776
+3
+0.4% +$1.15K 0.01% 267
2025
Q3 		$275K Hold
773
– – 0.01% 263
2025
Q2 		$236K Hold
773
– – 0.01% 285
2025
Q1 		$223K Buy
+773
New +$204K 0.01% 273

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gallagher Fiduciary Advisors's GLD Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q2 2026, selling an estimated $6.21K and leaving 773 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #298.

Gallagher Fiduciary Advisors first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $339K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Gallagher Fiduciary Advisors held 773 shares of SPDR Gold Trust worth $285K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
  • SPDR Gold Trust made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #298 holding.
  • Gallagher Fiduciary Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Gallagher Fiduciary Advisors's SPDR Gold Trust position peaked at $339K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.