L.K. Benson & Company’s SPDR Gold Trust GLD Stock Holding History

L.K. Benson & Company’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	$501K	Sell	1,360 -134	-9%	-$55.5K	0.15%	79
2026 Q1	$643K	Buy	1,494 +351	+31%	+$157K	0.21%	65
2025 Q4	$453K	Buy	1,143 +45	+4%	+$17.2K	0.23%	77
2025 Q3	$390K	Hold	1,098	–	–	0.21%	83
2025 Q2	$335K	Sell	1,098 -151	-12%	-$45.7K	0.21%	81
2025 Q1	$360K	Sell	1,249 -435	-26%	-$115K	0.25%	77
2024 Q4	$408K	Buy	+1,684	New	+$414K	0.29%	65

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

L.K. Benson & Company's GLD Position: Q2 2026 in Review

L.K. Benson & Company reduced its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, selling an estimated $55.5K and leaving 1,360 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #79.

L.K. Benson & Company first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

L.K. Benson & Company held 1,360 shares of SPDR Gold Trust worth $501K as of Q2 2026.
L.K. Benson & Company sold 134 SPDR Gold Trust shares in Q2 2026, an estimated $55.5K.
SPDR Gold Trust made up 0.15% of L.K. Benson & Company's portfolio in Q2 2026, its #79 holding.
L.K. Benson & Company first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's SPDR Gold Trust position peaked at $643K in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.