Hamilton Point Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Hamilton Point Investment 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	$736K	Sell	1,999 -68	-3%	-$28.2K	0.1%	90
2026 Q1	$889K	Hold	2,067	–	–	0.14%	80
2025 Q4	$819K	Sell	2,067 -779	-27%	-$298K	0.12%	82
2025 Q3	$1.01M	Buy	2,846 +122	+4%	+$38.9K	0.16%	72
2025 Q2	$830K	Buy	2,724 +8	+0.3%	+$2.42K	0.14%	80
2025 Q1	$783K	Buy	2,716 +587	+28%	+$155K	0.14%	81
2024 Q4	$515K	Buy	2,129 +170	+9%	+$41.8K	0.09%	90
2024 Q3	$476K	Hold	1,959	–	–	0.08%	91
2024 Q2	$421K	Hold	1,959	–	–	0.08%	91
2024 Q1	$403K	Sell	1,959 -133	-6%	-$25.5K	0.08%	91
2023 Q4	$400K	Buy	2,092 +9	+0.4%	+$1.65K	0.08%	98
2023 Q3	$357K	Sell	2,083 -5	-0.2%	-$894	0.09%	93
2023 Q2	$372K	Sell	2,088 -5,540	-73%	-$1.02M	0.09%	94
2023 Q1	$1.4M	Buy	+7,628	New	+$1.34M	0.34%	59

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

Hamilton Point Investment Advisors's GLD Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, selling an estimated $28.2K and leaving 1,999 shares worth $736K. The position accounts for 0.1% of the portfolio, ranked #90.

Hamilton Point Investment Advisors first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.4M in Q1 2023. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Hamilton Point Investment Advisors held 1,999 shares of SPDR Gold Trust worth $736K as of Q2 2026.
Hamilton Point Investment Advisors sold 68 SPDR Gold Trust shares in Q2 2026, an estimated $28.2K.
SPDR Gold Trust made up 0.1% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #90 holding.
Hamilton Point Investment Advisors first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's SPDR Gold Trust position peaked at $1.4M in Q1 2023.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.