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Investment House LLC’s SPDR Gold Trust GLD Stock Holding History

Investment House LLC’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 		$799K Buy
2,168
+80
+4% +$33.1K 0.04% 158
2026
Q1 		$898K Sell
2,088
-2,062
-50% -$923K 0.05% 148
2025
Q4 		$1.64M Buy
+4,150
New +$1.58M 0.08% 121
2022
Q4 		– Sell
-3,475
Closed -$537K – 175
2022
Q3 		$537K Buy
+3,475
New +$559K 0.05% 129
2020
Q3 		– Sell
-10,881
Closed -$1.82M – 208
2020
Q2 		$1.82M Buy
10,881
+20
+0.2% +$3.23K 0.16% 89
2020
Q1 		$1.61M Sell
10,861
-10,139
-48% -$1.51M 0.18% 85
2019
Q4 		$2.99M Buy
21,000
+12,810
+156% +$1.79M 0.28% 76
2019
Q3 		$1.14M Buy
+8,190
New +$1.14M 0.11% 107
2019
Q1 		– Sell
-1,970
Closed -$239K – 180
2018
Q4 		$239K Sell
1,970
-245
-11% -$28.5K 0.03% 156
2018
Q3 		$250K Buy
+2,215
New +$254K 0.03% 174
2018
Q2 		– Sell
-2,757
Closed -$347K – 195
2018
Q1 		$347K Buy
+2,757
New +$348K 0.04% 152
2017
Q1 		– Sell
-3,145
Closed -$345K – 192
2016
Q4 		$345K Buy
+3,145
New +$365K 0.05% 152
2016
Q3 		– Sell
-2,790
Closed -$353K – 183
2016
Q2 		$353K Buy
+2,790
New +$336K 0.06% 155
2015
Q4 		– Sell
-4,180
Closed -$447K – 168
2015
Q3 		$447K Buy
+4,180
New +$450K 0.08% 124

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

Investment House LLC's GLD Position: Q2 2026 in Review

Investment House LLC increased its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,168 shares worth $799K. The position accounts for 0.04% of the portfolio, ranked #158.

Investment House LLC first reported a position in GLD in Q3 2015 and has held it in 14 quarters since. The position peaked at $2.99M in Q4 2019. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Investment House LLC held 2,168 shares of SPDR Gold Trust worth $799K as of Q2 2026.
  • Investment House LLC bought 80 SPDR Gold Trust shares in Q2 2026, an estimated $33.1K.
  • SPDR Gold Trust made up 0.04% of Investment House LLC's portfolio in Q2 2026, its #158 holding.
  • Investment House LLC first reported a position in SPDR Gold Trust in Q3 2015 and has held it in 14 quarters since.
  • Investment House LLC's SPDR Gold Trust position peaked at $2.99M in Q4 2019.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.