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Harvest Investment Services’s SPDR Gold Trust GLD Stock Holding History

Harvest Investment Services’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 		$14.7M Sell
39,950
-1,390
-3% -$576K 2.28% 3
2026
Q1 		$17.8M Sell
41,340
-8,967
-18% -$4.02M 3.25% 2
2025
Q4 		$19.9M Buy
50,307
+7,659
+18% +$2.92M 3.76% 2
2025
Q3 		$15.2M Buy
42,648
+2,080
+5% +$663K 3.05% 2
2025
Q2 		$12.4M Buy
40,568
+4,752
+13% +$1.44M 2.77% 3
2025
Q1 		$10.3M Buy
35,816
+5,390
+18% +$1.43M 2.87% 7
2024
Q4 		$7.37M Buy
30,426
+2,322
+8% +$571K 1.8% 7
2024
Q3 		$6.83M Buy
28,104
+1,952
+7% +$447K 2.18% 5
2024
Q2 		$5.62M Buy
26,152
+2,722
+12% +$589K 2.23% 6
2024
Q1 		$4.82M Buy
23,430
+761
+3% +$146K 1.94% 9
2023
Q4 		$4.33M Sell
22,669
-4,661
-17% -$854K 2% 7
2023
Q3 		$4.69M Sell
27,330
-10
-0% -$1.79K 3.02% 3
2023
Q2 		$4.87M Buy
27,340
+14,479
+113% +$2.66M 2.78% 3
2023
Q1 		$2.36M Buy
12,861
+9,400
+272% +$1.65M 1.82% 12
2022
Q4 		$587K Sell
3,461
-181
-5% -$29.2K 0.63% 55
2022
Q3 		$563K Sell
3,642
-3,783
-51% -$608K 0.69% 45
2022
Q2 		$1.25M Buy
7,425
+1,043
+16% +$182K 0.96% 35
2022
Q1 		$1.15M Buy
6,382
+1,880
+42% +$330K 0.69% 45
2021
Q4 		$769K Sell
4,502
-98
-2% -$16.5K 0.32% 91
2021
Q3 		$755K Sell
4,600
-126
-3% -$21.1K 0.31% 101
2021
Q2 		$782K Buy
4,726
+572
+14% +$97.2K 0.33% 84
2021
Q1 		$664K Buy
4,154
+1,730
+71% +$291K 0.3% 103
2020
Q4 		$432K Buy
2,424
+663
+38% +$117K 0.22% 117
2020
Q3 		$311K Sell
1,761
-7,128
-80% -$1.28M 0.18% 141
2020
Q2 		$1.49M Buy
8,889
+5,047
+131% +$814K 0.88% 24
2020
Q1 		$568K Buy
+3,842
New +$572K 0.76% 41
2019
Q4 		– Sell
-4,723
Closed -$659K – 163
2019
Q3 		$659K Buy
4,723
+1,403
+42% +$195K 0.33% 61
2019
Q2 		$433K Buy
3,320
+1,095
+49% +$135K 0.25% 85
2019
Q1 		$270K Sell
2,225
-289
-11% -$35.6K 0.16% 119
2018
Q4 		$311K Buy
+2,514
New +$292K 0.29% 76

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harvest Investment Services's GLD Position: Q2 2026 in Review

Harvest Investment Services reduced its SPDR Gold Trust (GLD) stake by 3.4% in Q2 2026, selling an estimated $576K and leaving 39,950 shares worth $14.7M. The position accounts for 2.28% of the portfolio, ranked #3.

Harvest Investment Services first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.9M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Harvest Investment Services held 39,950 shares of SPDR Gold Trust worth $14.7M as of Q2 2026.
  • Harvest Investment Services sold 1,390 SPDR Gold Trust shares in Q2 2026, an estimated $576K.
  • SPDR Gold Trust made up 2.28% of Harvest Investment Services's portfolio in Q2 2026, its #3 holding.
  • Harvest Investment Services first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Harvest Investment Services's SPDR Gold Trust position peaked at $19.9M in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.