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Herold Advisors’s SPDR Gold Trust GLD Stock Holding History

Herold 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 		$2.26M Sell
6,129
-155
-2% -$64.2K 0.45% 62
2026
Q1 		$2.7M Hold
6,284
– – 0.59% 48
2025
Q4 		$2.49M Buy
6,284
+300
+5% +$115K 0.56% 48
2025
Q3 		$2.13M Buy
5,984
+269
+5% +$85.7K 0.49% 58
2025
Q2 		$1.74M Sell
5,715
-899
-14% -$272K 0.37% 77
2025
Q1 		$1.91M Sell
6,614
-50
-0.8% -$13.2K 0.42% 70
2024
Q4 		$1.61M Sell
6,664
-321
-5% -$78.9K 0.35% 78
2024
Q3 		$1.7M Buy
6,985
+1,030
+17% +$236K 0.37% 76
2024
Q2 		$1.28M Hold
5,955
– – 0.3% 92
2024
Q1 		$1.23M Hold
5,955
– – 0.3% 99
2023
Q4 		$1.14M Hold
5,955
– – 0.31% 93
2023
Q3 		$1.02M Hold
5,955
– – 0.31% 95
2023
Q2 		$1.06M Sell
5,955
-125
-2% -$23K 0.33% 91
2023
Q1 		$1.11M Buy
6,080
+875
+17% +$154K 0.39% 80
2022
Q4 		$883K Buy
5,205
+1,300
+33% +$209K 0.37% 85
2022
Q3 		$603K Buy
3,905
+350
+10% +$56.3K 0.29% 96
2022
Q2 		$598K Buy
3,555
+118
+3% +$20.6K 0.27% 106
2022
Q1 		$621K Buy
3,437
+125
+4% +$21.9K 0.22% 111
2021
Q4 		$566K Sell
3,312
-450
-12% -$75.5K 0.22% 116
2021
Q3 		$617K Buy
+3,762
New +$630K 0.24% 110

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

Herold Advisors's GLD Position: Q2 2026 in Review

Herold Advisors reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, selling an estimated $64.2K and leaving 6,129 shares worth $2.26M. The position accounts for 0.45% of the portfolio, ranked #62.

Herold Advisors first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.7M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Herold Advisors held 6,129 shares of SPDR Gold Trust worth $2.26M as of Q2 2026.
  • Herold Advisors sold 155 SPDR Gold Trust shares in Q2 2026, an estimated $64.2K.
  • SPDR Gold Trust made up 0.45% of Herold Advisors's portfolio in Q2 2026, its #62 holding.
  • Herold Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's SPDR Gold Trust position peaked at $2.7M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.