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Koss-Olinger Consulting’s SPDR Gold Trust GLD Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-737
Closed -$317K – 206
2026
Q1 		$317K Buy
737
+42
+6% +$18.8K 0.03% 201
2025
Q4 		$275K Sell
695
-6
-0.9% -$2.29K 0.02% 235
2025
Q3 		$214K Hold
701
– – 0.02% 292
2025
Q2 		$214K Sell
701
-10
-1% -$3.03K 0.02% 295
2025
Q1 		$205K Buy
+711
New +$188K 0.02% 294
2022
Q1 		– Sell
-1,534
Closed -$262K – 214
2021
Q4 		$262K Buy
+1,534
New +$258K 0.04% 162

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

Koss-Olinger Consulting's GLD Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 737 shares — an estimated $317K sold.

Koss-Olinger Consulting first reported a position in GLD in Q4 2021 and held it in 6 quarters. The position peaked at $317K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 737 SPDR Gold Trust shares in Q2 2026, an estimated $317K.
  • Koss-Olinger Consulting first reported a position in SPDR Gold Trust in Q4 2021 and held it in 6 quarters.
  • Koss-Olinger Consulting's SPDR Gold Trust position peaked at $317K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.