Hofer & Associates’s SPDR Gold Trust GLD Stock Holding History

Hofer & Associates’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	–	Sell	-471	Closed	-$203K	–	71
2026 Q1	$203K	Buy	+471	New	+$211K	0.11%	64

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

Hofer & Associates's GLD Position: Q2 2026 in Review

Hofer & Associates sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 471 shares — an estimated $203K sold.

Hofer & Associates first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Hofer & Associates reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Hofer & Associates sold 471 SPDR Gold Trust shares in Q2 2026, an estimated $203K.
Hofer & Associates first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
Hofer & Associates's SPDR Gold Trust position peaked at $203K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.