GI
GLD icon

Gradient Investments’s SPDR Gold Trust GLD Stock Holding History

Gradient 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 		$610K Sell
1,655
-525
-24% -$217K 0.01% 360
2026
Q1 		$938K Buy
2,180
+653
+43% +$292K 0.01% 308
2025
Q4 		$605K Buy
1,527
+385
+34% +$147K 0.01% 270
2025
Q3 		$406K Sell
1,142
-480
-30% -$153K 0.01% 312
2025
Q2 		$494K Buy
1,622
+549
+51% +$166K 0.01% 293
2025
Q1 		$309K Buy
1,073
+87
+9% +$23K 0.01% 279
2024
Q4 		$239K Sell
986
-266
-21% -$65.4K ﹤0.01% 275
2024
Q3 		$304K Sell
1,252
-431
-26% -$98.7K 0.01% 260
2024
Q2 		$362K Sell
1,683
-87
-5% -$18.8K 0.01% 266
2024
Q1 		$364K Sell
1,770
-478
-21% -$91.7K 0.01% 246
2023
Q4 		$430K Sell
2,248
-25
-1% -$4.58K 0.01% 274
2023
Q3 		$390K Sell
2,273
-75
-3% -$13.4K 0.01% 254
2023
Q2 		$419K Buy
2,348
+260
+12% +$47.8K 0.01% 250
2023
Q1 		$383K Sell
2,088
-433
-17% -$76.2K 0.01% 249
2022
Q4 		$428K Sell
2,521
-456
-15% -$73.5K 0.01% 240
2022
Q3 		$460K Buy
2,977
+466
+19% +$74.9K 0.01% 212
2022
Q2 		$423K Buy
2,511
+70
+3% +$12.2K 0.01% 233
2022
Q1 		$441K Buy
2,441
+809
+50% +$142K 0.01% 233
2021
Q4 		$279K Sell
1,632
-5
-0.3% -$839 0.01% 256
2021
Q3 		$269K Hold
1,637
– – 0.01% 255
2021
Q2 		$271K Sell
1,637
-200
-11% -$34K 0.01% 255
2021
Q1 		$294K Sell
1,837
-1,944
-51% -$327K 0.01% 258
2020
Q4 		$670K Hold
3,781
– – 0.03% 173
2020
Q3 		$670K Buy
3,781
+480
+15% +$86.3K 0.03% 177
2020
Q2 		$552K Buy
3,301
+1,304
+65% +$210K 0.03% 190
2020
Q1 		$296K Sell
1,997
-696
-26% -$104K 0.02% 214
2019
Q4 		$385K Buy
2,693
+725
+37% +$101K 0.02% 226
2019
Q3 		$273K Sell
1,968
-16
-0.8% -$2.22K 0.01% 243
2019
Q2 		$264K Buy
1,984
+626
+46% +$77.4K 0.01% 249
2019
Q1 		$166K Sell
1,358
-1,018
-43% -$125K 0.01% 256
2018
Q4 		$288K Sell
2,376
-205
-8% -$23.8K 0.02% 207
2018
Q3 		$291K Buy
2,581
+488
+23% +$56K 0.01% 221
2018
Q2 		$248K Buy
2,093
+41
+2% +$5.08K 0.01% 221
2018
Q1 		$258K Sell
2,052
-16,603
-89% -$2.09M 0.01% 223
2017
Q4 		$2.31M Buy
18,655
+8,191
+78% +$993K 0.13% 92
2017
Q3 		$1.27M Buy
10,464
+8,361
+398% +$1.02M 0.08% 106
2017
Q2 		$248K Sell
2,103
-8,017
-79% -$959K 0.02% 212
2017
Q1 		$1.2M Buy
10,120
+8,411
+492% +$978K 0.09% 98
2016
Q4 		$187K Sell
1,709
-577
-25% -$67K 0.02% 184
2016
Q3 		$287K Buy
2,286
+21
+0.9% +$2.67K 0.03% 165
2016
Q2 		$286K Buy
2,265
+1,109
+96% +$133K 0.03% 159
2016
Q1 		$136K Sell
1,156
-123
-10% -$13.9K 0.02% 195
2015
Q4 		$130K Sell
1,279
-145
-10% -$15.3K 0.02% 194
2015
Q3 		$152K Hold
1,424
– – 0.02% 177
2015
Q2 		$160K Sell
1,424
-257
-15% -$29.4K 0.02% 177
2015
Q1 		$191K Buy
1,681
+107
+7% +$12.5K 0.03% 168
2014
Q4 		$179K Buy
1,574
+120
+8% +$13.8K 0.03% 164
2014
Q3 		$169K Sell
1,454
-577
-28% -$71.1K 0.03% 161
2014
Q2 		$209K Buy
2,031
+110
+6% +$13.7K 0.04% 154
2014
Q1 		$188K Buy
1,921
+1,026
+115% +$128K 0.04% 157
2013
Q4 		$104K Buy
895
+230
+35% +$28.2K 0.03% 183
2013
Q3 		$85K Sell
665
-400
-38% -$51.4K 0.03% 159
2013
Q2 		$127K Buy
+1,065
New +$146K 0.05% 121

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gradient Investments's GLD Position: Q2 2026 in Review

Gradient Investments reduced its SPDR Gold Trust (GLD) stake by 24% in Q2 2026, selling an estimated $217K and leaving 1,655 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #360.

Gradient Investments first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.31M in Q4 2017. 1,284 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Gradient Investments held 1,655 shares of SPDR Gold Trust worth $610K as of Q2 2026.
  • Gradient Investments sold 525 SPDR Gold Trust shares in Q2 2026, an estimated $217K.
  • SPDR Gold Trust made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #360 holding.
  • Gradient Investments first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's SPDR Gold Trust position peaked at $2.31M in Q4 2017.
  • 1,284 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.