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J. Derek Lewis & Associates’s SPDR Gold Trust GLD Stock Holding History

J. Derek Lewis & 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 		$200K Buy
543
+27
+5% +$11.2K 0.04% 187
2026
Q1 		$222K Buy
+516
New +$231K 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

J. Derek Lewis & Associates's GLD Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its SPDR Gold Trust (GLD) stake by 5.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 543 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #187.

J. Derek Lewis & Associates first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • J. Derek Lewis & Associates held 543 shares of SPDR Gold Trust worth $200K as of Q2 2026.
  • J. Derek Lewis & Associates bought 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #187 holding.
  • J. Derek Lewis & Associates first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • J. Derek Lewis & Associates's SPDR Gold Trust position peaked at $222K in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.