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Hibernia Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Hibernia Wealth Partners’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 		$4.58M Sell
12,438
-10,844
-47% -$4.49M 2.48% 9
2026
Q1 		$10M Sell
23,282
-7,205
-24% -$3.23M 2.96% 8
2025
Q4 		$12.1M Buy
30,487
+14,368
+89% +$5.49M 3.64% 8
2025
Q3 		$5.74M Sell
16,119
-15,512
-49% -$4.94M 3.68% 8
2025
Q2 		$9.64M Buy
31,631
+15,466
+96% +$4.68M 3.11% 8
2025
Q1 		$4.66M Buy
16,165
+3,659
+29% +$968K 3.31% 8
2024
Q4 		$3.03M Sell
12,506
-13,078
-51% -$3.21M 1.97% 9
2024
Q3 		$6.22M Buy
25,584
+1,262
+5% +$289K 1.86% 10
2024
Q2 		$5.23M Buy
24,322
+13,130
+117% +$2.84M 1.82% 11
2024
Q1 		$2.3M Buy
11,192
+2,272
+25% +$436K 1.56% 12
2023
Q4 		$1.71M Buy
8,920
+7,985
+854% +$1.46M 1.28% 15
2023
Q3 		$160K Buy
+935
New +$167K 0.12% 64

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Hibernia Wealth Partners's GLD Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 47% in Q2 2026, selling an estimated $4.49M and leaving 12,438 shares worth $4.58M. The position accounts for 2.48% of the portfolio, ranked #9.

Hibernia Wealth Partners first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q4 2025. 1,071 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Hibernia Wealth Partners held 12,438 shares of SPDR Gold Trust worth $4.58M as of Q2 2026.
  • Hibernia Wealth Partners sold 10,844 SPDR Gold Trust shares in Q2 2026, an estimated $4.49M.
  • SPDR Gold Trust made up 2.48% of Hibernia Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Hibernia Wealth Partners first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Hibernia Wealth Partners's SPDR Gold Trust position peaked at $12.1M in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.