IFO
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Independent Family Office’s SPDR Gold Trust GLD Stock Holding History

Independent Family Office’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 		$10.2M Buy
27,650
+483
+2% +$200K 4.09% 6
2026
Q1 		$11.7M Sell
27,167
-2,641
-9% -$1.18M 4.81% 6
2025
Q4 		$11.8M Hold
29,808
– – 4.93% 6
2025
Q3 		$10.6M Sell
29,808
-1,310
-4% -$417K 4.48% 6
2025
Q2 		$9.49M Sell
31,118
-294
-0.9% -$89K 4.4% 7
2025
Q1 		$9.05M Sell
31,412
-73
-0.2% -$19.3K 4.76% 6
2024
Q4 		$7.62M Sell
31,485
-160
-0.5% -$39.3K 3.96% 8
2024
Q3 		$7.69M Buy
31,645
+6,569
+26% +$1.5M 3.86% 8
2024
Q2 		$5.39M Sell
25,076
-9,281
-27% -$2.01M 3.08% 8
2024
Q1 		$7.07M Sell
34,357
-4,000
-10% -$768K 3.79% 7
2023
Q4 		$7.33M Sell
38,357
-2,372
-6% -$435K 4.15% 6
2023
Q3 		$6.98M Hold
40,729
– – 4.36% 7
2023
Q2 		$7.26M Sell
40,729
-555
-1% -$102K 4.4% 7
2023
Q1 		$7.56M Hold
41,284
– – 4.36% 5
2022
Q4 		$7M Hold
41,284
– – 4.21% 7
2022
Q3 		$6.38M Sell
41,284
-59,291
-59% -$9.53M 3.15% 7
2022
Q2 		$2.81K Buy
100,575
+53,754
+115% +$9.39M 1.39% 12
2022
Q1 		$8.46M Hold
46,821
– – 2.77% 5
2021
Q4 		$8.01M Hold
46,821
– – 3.02% 5
2021
Q3 		$7.69M Hold
46,821
– – 3.16% 6
2021
Q2 		$7.75M Buy
46,821
+2,387
+5% +$406K 3.03% 7
2021
Q1 		$7.11M Buy
44,434
+727
+2% +$122K 2.79% 8
2020
Q4 		$7.8M Sell
43,707
-1,690
-4% -$298K 3.26% 6
2020
Q3 		$8.04M Buy
45,397
+296
+0.7% +$53.2K 3.81% 5
2020
Q2 		$7.55M Sell
45,101
-4,885
-10% -$788K 3.91% 5
2020
Q1 		$7.4M Buy
49,986
+10,428
+26% +$1.55M 4.6% 3
2019
Q4 		$5.65M Buy
+39,558
New +$5.53M 3.55% 7

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

Independent Family Office's GLD Position: Q2 2026 in Review

Independent Family Office increased its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, buying an estimated $200K and bringing the position to 27,650 shares worth $10.2M. The position accounts for 4.09% of the portfolio, ranked #6.

Independent Family Office first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.8M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Independent Family Office held 27,650 shares of SPDR Gold Trust worth $10.2M as of Q2 2026.
  • Independent Family Office bought 483 SPDR Gold Trust shares in Q2 2026, an estimated $200K.
  • SPDR Gold Trust made up 4.09% of Independent Family Office's portfolio in Q2 2026, its #6 holding.
  • Independent Family Office first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's SPDR Gold Trust position peaked at $11.8M in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.