GLOBALT Investments’s SPDR Gold Trust GLD Stock Holding History

GLOBALT 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	$54M	Sell	146,532 -1,345	-0.9%	-$557K	1.82%	12
2026 Q1	$63.6M	Sell	147,877 -62,753	-30%	-$28.1M	2.27%	8
2025 Q4	$83.5M	Sell	210,630 -92,622	-31%	-$35.4M	3.05%	6
2025 Q3	$108M	Sell	303,252 -4,939	-2%	-$1.57M	3.94%	6
2025 Q2	$93.9M	Sell	308,191 -188,325	-38%	-$57M	3.6%	6
2025 Q1	$143M	Sell	496,516 -107,855	-18%	-$28.5M	5.85%	4
2024 Q4	$146M	Sell	604,371 -2,950	-0.5%	-$725K	5.6%	3
2024 Q3	$148M	Sell	607,321 -27,419	-4%	-$6.28M	5.53%	4
2024 Q2	$136M	Buy	634,740 +1,089	+0.2%	+$236K	5.45%	3
2024 Q1	$130M	Sell	633,651 -15,330	-2%	-$2.94M	5.19%	4
2023 Q4	$124M	Buy	+648,981	New	+$119M	5.16%	3

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

GLOBALT Investments's GLD Position: Q2 2026 in Review

GLOBALT Investments reduced its SPDR Gold Trust (GLD) stake by 0.91% in Q2 2026, selling an estimated $557K and leaving 146,532 shares worth $54M. The position accounts for 1.82% of the portfolio, ranked #12.

GLOBALT Investments first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $148M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

GLOBALT Investments held 146,532 shares of SPDR Gold Trust worth $54M as of Q2 2026.
GLOBALT Investments sold 1,345 SPDR Gold Trust shares in Q2 2026, an estimated $557K.
SPDR Gold Trust made up 1.82% of GLOBALT Investments's portfolio in Q2 2026, its #12 holding.
GLOBALT Investments first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's SPDR Gold Trust position peaked at $148M in Q3 2024.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.