LA
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Latitude Advisors’s SPDR Gold Trust GLD Stock Holding History

Latitude Advisors’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 		$4.6M Buy
12,497
+212
+2% +$87.8K 1.84% 7
2026
Q1 		$5.29M Sell
12,285
-1,199
-9% -$537K 2.42% 4
2025
Q4 		$5.34M Sell
13,484
-1,036
-7% -$396K 2.35% 5
2025
Q3 		$5.16M Sell
14,520
-3,221
-18% -$1.03M 2.36% 5
2025
Q2 		$5.41M Sell
17,741
-1,564
-8% -$474K 2.72% 5
2025
Q1 		$5.56M Buy
19,305
+3,721
+24% +$984K 3.23% 4
2024
Q4 		$3.77M Buy
15,584
+1,228
+9% +$302K 2.13% 7
2024
Q3 		$3.49M Buy
14,356
+531
+4% +$122K 1.97% 7
2024
Q2 		$2.97M Sell
13,825
-1,164
-8% -$252K 1.82% 8
2024
Q1 		$3.08M Buy
14,989
+4,188
+39% +$804K 1.93% 10
2023
Q4 		$2.06M Sell
10,801
-717
-6% -$131K 1.45% 11
2023
Q3 		$1.97M Buy
11,518
+48
+0.4% +$8.58K 1.41% 13
2023
Q2 		$2.04M Buy
11,470
+8,988
+362% +$1.65M 1.42% 13
2023
Q1 		$455K Sell
2,482
-382
-13% -$67.2K 0.33% 79
2022
Q4 		$486K Sell
2,864
-14,430
-83% -$2.32M 0.36% 62
2022
Q3 		$2.67M Buy
17,294
+4,041
+30% +$650K 2.21% 11
2022
Q2 		$2.23M Sell
13,253
-62,385
-82% -$10.9M 2.05% 11
2022
Q1 		$13.7M Buy
75,638
+73,944
+4,365% +$13M 3.08% 5
2021
Q4 		$290K Sell
1,694
-60
-3% -$10.1K 0.08% 230
2021
Q3 		$288K Buy
+1,754
New +$294K 0.09% 217

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

Latitude Advisors's GLD Position: Q2 2026 in Review

Latitude Advisors increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $87.8K and bringing the position to 12,497 shares worth $4.6M. The position accounts for 1.84% of the portfolio, ranked #7.

Latitude Advisors first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.7M in Q1 2022. 3,034 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Latitude Advisors held 12,497 shares of SPDR Gold Trust worth $4.6M as of Q2 2026.
  • Latitude Advisors bought 212 SPDR Gold Trust shares in Q2 2026, an estimated $87.8K.
  • SPDR Gold Trust made up 1.84% of Latitude Advisors's portfolio in Q2 2026, its #7 holding.
  • Latitude Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Latitude Advisors's SPDR Gold Trust position peaked at $13.7M in Q1 2022.
  • 3,034 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.