Golden State Equity Partners’s SPDR Gold Trust GLD Stock Holding History

Golden State Equity Partners’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	$6.63K	Sell	18 -7,095	-100%	-$2.94M	0.02%	238
2026 Q1	$3.06M	Buy	7,113 +4,680	+192%	+$2.1M	0.23%	93
2025 Q4	$964K	Buy	2,433 +1,228	+102%	+$469K	0.16%	152
2025 Q3	$428K	Buy	1,205 +85	+8%	+$27.1K	0.07%	287
2025 Q2	$341K	Buy	1,120 +158	+16%	+$47.8K	0.06%	315
2025 Q1	$277K	Hold	962	–	–	0.05%	355
2024 Q4	$233K	Buy	962 +55	+6%	+$13.5K	0.04%	380
2024 Q3	$220K	Buy	+907	New	+$208K	0.03%	388
2021 Q4	–	Sell	-3,234	Closed	-$531K	–	209
2021 Q3	$531K	Buy	3,234 +373	+13%	+$62.4K	0.22%	111
2021 Q2	$474K	Buy	2,861 +659	+30%	+$112K	0.18%	129
2021 Q1	$352K	Buy	2,202 +55	+3%	+$9.24K	0.2%	112
2020 Q4	$382K	Buy	+2,147	New	+$378K	0.26%	104

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

Golden State Equity Partners's GLD Position: Q2 2026 in Review

Golden State Equity Partners reduced its SPDR Gold Trust (GLD) stake by 100% in Q2 2026, selling an estimated $2.94M and leaving 18 shares worth $6.63K. The position accounts for 0.02% of the portfolio, ranked #238.

Golden State Equity Partners first reported a position in GLD in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.06M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Golden State Equity Partners held 18 shares of SPDR Gold Trust worth $6.63K as of Q2 2026.
Golden State Equity Partners sold 7,095 SPDR Gold Trust shares in Q2 2026, an estimated $2.94M.
SPDR Gold Trust made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #238 holding.
Golden State Equity Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 12 quarters since.
Golden State Equity Partners's SPDR Gold Trust position peaked at $3.06M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.