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Leavell Investment Management’s SPDR Gold Trust GLD Stock Holding History

Leavell Investment Management’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 		$2.34M Buy
6,348
+258
+4% +$107K 0.09% 214
2026
Q1 		$2.62M Sell
6,090
-105
-2% -$47K 0.11% 185
2025
Q4 		$2.46M Buy
6,195
+437
+8% +$167K 0.1% 193
2025
Q3 		$2.05M Buy
5,758
+310
+6% +$98.8K 0.09% 215
2025
Q2 		$1.66M Buy
5,448
+1,917
+54% +$580K 0.07% 236
2025
Q1 		$1.02M Buy
3,531
+675
+24% +$179K 0.05% 283
2024
Q4 		$692K Hold
2,856
– – 0.03% 327
2024
Q3 		$694K Buy
2,856
+237
+9% +$54.3K 0.03% 337
2024
Q2 		$563K Buy
2,619
+349
+15% +$75.5K 0.03% 344
2024
Q1 		$467K Buy
2,270
+37
+2% +$7.1K 0.03% 361
2023
Q4 		$427K Hold
2,233
– – 0.03% 350
2023
Q3 		$383K Sell
2,233
-350
-14% -$62.6K 0.03% 363
2023
Q2 		$460K Hold
2,583
– – 0.03% 336
2023
Q1 		$473K Hold
2,583
– – 0.03% 326
2022
Q4 		$438K Hold
2,583
– – 0.03% 327
2022
Q3 		$400K Hold
2,583
– – 0.03% 333
2022
Q2 		$435K Buy
2,583
+33
+1% +$5.76K 0.03% 321
2022
Q1 		$461K Sell
2,550
-84
-3% -$14.7K 0.03% 319
2021
Q4 		$450K Buy
2,634
+300
+13% +$50.4K 0.03% 335
2021
Q3 		$383K Buy
2,334
+7
+0.3% +$1.17K 0.03% 324
2021
Q2 		$372K Hold
2,327
– – 0.03% 315
2021
Q1 		$372K Sell
2,327
-60
-3% -$10.1K 0.03% 315
2020
Q4 		$426K Buy
2,387
+379
+19% +$66.7K 0.04% 284
2020
Q3 		$356K Sell
2,008
-34
-2% -$6.11K 0.03% 296
2020
Q2 		$342K Buy
2,042
+108
+6% +$17.4K 0.03% 292
2020
Q1 		$286K Buy
1,934
+74
+4% +$11K 0.03% 294
2019
Q4 		$266K Hold
1,860
– – 0.02% 347
2019
Q3 		$258K Buy
1,860
+100
+6% +$13.9K 0.03% 348
2019
Q2 		$234K Hold
1,760
– – 0.02% 354
2019
Q1 		$215K Hold
1,760
– – 0.02% 357
2018
Q4 		$213K Buy
+1,760
New +$204K 0.03% 341
2016
Q4 		– Sell
-18,951
Closed -$2.38M – 363
2016
Q3 		$2.38M Buy
18,951
+16,537
+685% +$2.11M 0.35% 85
2016
Q2 		$305K Buy
+2,414
New +$290K 0.05% 310
2014
Q4 		– Sell
-1,955
Closed -$227K – 384
2014
Q3 		$227K Sell
1,955
-29
-1% -$3.58K 0.04% 358
2014
Q2 		$254K Hold
1,984
– – 0.04% 345
2014
Q1 		$245K Hold
1,984
– – 0.04% 346
2013
Q4 		$230K Sell
1,984
-100
-5% -$12.3K 0.04% 357
2013
Q3 		$267K Hold
2,084
– – 0.05% 326
2013
Q2 		$248K Buy
+2,084
New +$285K 0.05% 324

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
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
Wealth Enhancement Advisory Services
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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Leavell Investment Management's GLD Position: Q2 2026 in Review

Leavell Investment Management increased its SPDR Gold Trust (GLD) stake by 4.2% in Q2 2026, buying an estimated $107K and bringing the position to 6,348 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #214.

Leavell Investment Management first reported a position in GLD in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.62M in Q1 2026. 751 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Leavell Investment Management held 6,348 shares of SPDR Gold Trust worth $2.34M as of Q2 2026.
  • Leavell Investment Management bought 258 SPDR Gold Trust shares in Q2 2026, an estimated $107K.
  • SPDR Gold Trust made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #214 holding.
  • Leavell Investment Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 39 quarters since.
  • Leavell Investment Management's SPDR Gold Trust position peaked at $2.62M in Q1 2026.
  • 751 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.