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Harbor Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Harbor Investment Advisory’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 		$10.3M Sell
27,896
-581
-2% -$241K 0.72% 22
2026
Q1 		$12.3M Buy
28,477
+854
+3% +$382K 0.96% 18
2025
Q4 		$10.9M Buy
27,623
+6,740
+32% +$2.57M 0.82% 20
2025
Q3 		$7.42M Buy
20,883
+2,148
+11% +$685K 0.61% 28
2025
Q2 		$5.71M Buy
18,735
+1,391
+8% +$421K 0.51% 35
2025
Q1 		$5M Sell
17,344
-245
-1% -$64.8K 0.49% 38
2024
Q4 		$4.26M Buy
17,589
+595
+4% +$146K 0.4% 47
2024
Q3 		$4.13M Buy
16,994
+428
+3% +$98K 0.41% 47
2024
Q2 		$3.56M Sell
16,566
-240
-1% -$51.9K 0.37% 52
2024
Q1 		$3.46M Sell
16,806
-172
-1% -$33K 0.36% 55
2023
Q4 		$3.25M Buy
16,978
+1,036
+6% +$190K 0.37% 53
2023
Q3 		$2.73M Sell
15,942
-368
-2% -$65.8K 0.36% 58
2023
Q2 		$2.91M Buy
16,310
+1,106
+7% +$203K 0.41% 59
2023
Q1 		$2.79M Buy
15,204
+679
+5% +$119K 0.42% 58
2022
Q4 		$2.46M Sell
14,525
-635
-4% -$102K 0.38% 59
2022
Q3 		$2.35M Sell
15,160
-3,843
-20% -$618K 0.39% 58
2022
Q2 		$3.2M Sell
19,003
-132
-0.7% -$23.1K 0.51% 41
2022
Q1 		$3.46M Buy
19,135
+4,224
+28% +$741K 0.46% 43
2021
Q4 		$2.55M Sell
14,911
-681
-4% -$114K 0.32% 58
2021
Q3 		$2.56M Sell
15,592
-203
-1% -$34K 0.35% 59
2021
Q2 		$2.62M Sell
15,795
-2,765
-15% -$470K 0.35% 60
2021
Q1 		$2.97M Sell
18,560
-526
-3% -$88.4K 0.45% 47
2020
Q4 		$3.4M Buy
19,086
+343
+2% +$60.4K 0.55% 38
2020
Q3 		$3.32M Buy
18,743
+5,050
+37% +$908K 0.64% 33
2020
Q2 		$2.29M Buy
13,693
+1,727
+14% +$279K 0.49% 49
2020
Q1 		$1.77M Sell
11,966
-10
-0.1% -$1.49K 0.48% 53
2019
Q4 		$1.71M Buy
+11,976
New +$1.67M 0.39% 66

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Harbor Investment Advisory's GLD Position: Q2 2026 in Review

Harbor Investment Advisory reduced its SPDR Gold Trust (GLD) stake by 2% in Q2 2026, selling an estimated $241K and leaving 27,896 shares worth $10.3M. The position accounts for 0.72% of the portfolio, ranked #22.

Harbor Investment Advisory first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Harbor Investment Advisory held 27,896 shares of SPDR Gold Trust worth $10.3M as of Q2 2026.
  • Harbor Investment Advisory sold 581 SPDR Gold Trust shares in Q2 2026, an estimated $241K.
  • SPDR Gold Trust made up 0.72% of Harbor Investment Advisory's portfolio in Q2 2026, its #22 holding.
  • Harbor Investment Advisory first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's SPDR Gold Trust position peaked at $12.3M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.