Graves Light Lenhart Wealth’s SPDR Gold Trust GLD Stock Holding History

Graves Light Lenhart Wealth’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	$327K	Buy	889 +120	+16%	+$49.7K	0.03%	152
2026 Q1	$331K	Hold	769	–	–	0.03%	144
2025 Q4	$305K	Sell	769 -193	-20%	-$73.7K	0.03%	149
2025 Q3	$342K	Hold	962	–	–	0.04%	136
2025 Q2	$293K	Hold	962	–	–	0.03%	149
2025 Q1	$277K	Hold	962	–	–	0.03%	149
2024 Q4	$233K	Hold	962	–	–	0.03%	164
2024 Q3	$234K	Hold	962	–	–	0.03%	167
2024 Q2	$207K	Buy	+962	New	+$208K	0.02%	172
2023 Q3	–	Sell	-1,162	Closed	-$207K	–	180
2023 Q2	$207K	Hold	1,162	–	–	0.03%	172
2023 Q1	$213K	Sell	1,162 -25	-2%	-$4.4K	0.03%	156
2022 Q4	$201K	Buy	+1,187	New	+$191K	0.03%	159
2022 Q3	–	Sell	-1,275	Closed	-$215K	–	323
2022 Q2	$215K	Hold	1,275	–	–	0.03%	160
2022 Q1	$230K	Hold	1,275	–	–	0.03%	165
2021 Q4	$218K	Hold	1,275	–	–	0.03%	186
2021 Q3	$209K	Hold	1,275	–	–	0.03%	172
2021 Q2	$211K	Hold	1,275	–	–	0.03%	175
2021 Q1	$204K	Buy	1,275 +238	+23%	+$40K	0.04%	175
2020 Q4	$185K	Sell	1,037 -200	-16%	-$35.2K	0.03%	173
2020 Q3	$219K	Buy	+1,237	New	+$222K	0.05%	147

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

Graves Light Lenhart Wealth's GLD Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $49.7K and bringing the position to 889 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #152.

Graves Light Lenhart Wealth first reported a position in GLD in Q3 2020 and has held it in 20 quarters since. The position peaked at $342K in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Graves Light Lenhart Wealth held 889 shares of SPDR Gold Trust worth $327K as of Q2 2026.
Graves Light Lenhart Wealth bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
SPDR Gold Trust made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #152 holding.
Graves Light Lenhart Wealth first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 20 quarters since.
Graves Light Lenhart Wealth's SPDR Gold Trust position peaked at $342K in Q3 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.