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Joseph P. Lucia & Associates’s SPDR Gold Trust GLD Stock Holding History

Joseph P. Lucia & 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 		$717K Sell
1,946
-140
-7% -$58K 0.22% 86
2026
Q1 		$898K Buy
2,086
+392
+23% +$176K 0.32% 71
2025
Q4 		$671K Sell
1,694
-35
-2% -$13.4K 0.24% 85
2025
Q3 		$615K Buy
1,729
+40
+2% +$12.7K 0.23% 87
2025
Q2 		$515K Buy
1,689
+132
+8% +$40K 0.21% 92
2025
Q1 		$449K Buy
1,557
+300
+24% +$79.3K 0.21% 89
2024
Q4 		$304K Buy
1,257
+120
+11% +$29.5K 0.14% 103
2024
Q3 		$276K Buy
1,137
+85
+8% +$19.5K 0.13% 102
2024
Q2 		$226K Hold
1,052
– – 0.12% 111
2024
Q1 		$216K Buy
+1,052
New +$202K 0.12% 112
2023
Q3 		– Sell
-1,292
Closed -$230K – 112
2023
Q2 		$230K Sell
1,292
-20
-2% -$3.67K 0.15% 103
2023
Q1 		$240K Sell
1,312
-350
-21% -$61.6K 0.17% 103
2022
Q4 		$282K Buy
1,662
+175
+12% +$28.2K 0.21% 91
2022
Q3 		$230K Sell
1,487
-135
-8% -$21.7K 0.18% 95
2022
Q2 		$273K Sell
1,622
-1,350
-45% -$236K 0.19% 85
2022
Q1 		$537K Buy
2,972
+947
+47% +$166K 0.33% 64
2021
Q4 		$346K Sell
2,025
-992
-33% -$167K 0.22% 91
2021
Q3 		$495K Sell
3,017
-225
-7% -$37.7K 0.29% 79
2021
Q2 		$537K Sell
3,242
-1,377
-30% -$234K 0.32% 75
2021
Q1 		$739K Sell
4,619
-1,115
-19% -$187K 0.33% 59
2020
Q4 		$1.02M Sell
5,734
-239
-4% -$42.1K 0.71% 48
2020
Q3 		$1.06M Buy
5,973
+85
+1% +$15.3K 0.99% 38
2020
Q2 		$985K Buy
5,888
+3,401
+137% +$549K 0.89% 38
2020
Q1 		$368K Buy
2,487
+1,032
+71% +$154K 0.41% 61
2019
Q4 		$208K Buy
1,455
+1,305
+870% +$182K 0.19% 93
2019
Q3 		$21K Hold
150
– – 0.02% 238
2019
Q2 		$20K Buy
+150
New +$18.5K 0.02% 244

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

Joseph P. Lucia & Associates's GLD Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its SPDR Gold Trust (GLD) stake by 6.7% in Q2 2026, selling an estimated $58K and leaving 1,946 shares worth $717K. The position accounts for 0.22% of the portfolio, ranked #86.

Joseph P. Lucia & Associates first reported a position in GLD in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.06M in Q3 2020. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,946 shares of SPDR Gold Trust worth $717K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 140 SPDR Gold Trust shares in Q2 2026, an estimated $58K.
  • SPDR Gold Trust made up 0.22% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #86 holding.
  • Joseph P. Lucia & Associates first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 27 quarters since.
  • Joseph P. Lucia & Associates's SPDR Gold Trust position peaked at $1.06M in Q3 2020.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.