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INVST’s SPDR Gold Trust GLD Stock Holding History

INVST’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 		$1.87M Buy
5,072
+1,206
+31% +$500K 0.18% 86
2026
Q1 		$1.66M Buy
3,866
+842
+28% +$377K 0.19% 95
2025
Q4 		$1.2M Buy
3,024
+112
+4% +$42.8K 0.13% 132
2025
Q3 		$1.04M Buy
2,912
+54
+2% +$17.2K 0.12% 144
2025
Q2 		$871K Sell
2,858
-28
-1% -$8.48K 0.11% 155
2025
Q1 		$832K Buy
2,886
+1,082
+60% +$286K 0.11% 141
2024
Q4 		$437K Sell
1,804
-32
-2% -$7.86K 0.05% 179
2024
Q3 		$446K Sell
1,836
-195
-10% -$44.7K 0.05% 184
2024
Q2 		$438K Sell
2,031
-47
-2% -$10.2K 0.05% 184
2024
Q1 		$432K Sell
2,078
-4
-0.2% -$768 0.05% 161
2023
Q4 		$393K Buy
2,082
+32
+2% +$5.87K 0.05% 163
2023
Q3 		$351K Buy
+2,050
New +$367K 0.05% 158

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

INVST's GLD Position: Q2 2026 in Review

INVST increased its SPDR Gold Trust (GLD) stake by 31% in Q2 2026, buying an estimated $500K and bringing the position to 5,072 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #86.

INVST first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • INVST held 5,072 shares of SPDR Gold Trust worth $1.87M as of Q2 2026.
  • INVST bought 1,206 SPDR Gold Trust shares in Q2 2026, an estimated $500K.
  • SPDR Gold Trust made up 0.18% of INVST's portfolio in Q2 2026, its #86 holding.
  • INVST first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.