Lebenthal Global Advisors’s SPDR Gold Trust GLD Stock Holding History

Lebenthal Global 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	$320K	Buy	868 +13	+2%	+$5.39K	0.04%	180
2026 Q1	$368K	Buy	855 +1	+0.1%	+$448	0.05%	169
2025 Q4	$338K	Buy	+854	New	+$326K	0.05%	162
2022 Q2	–	Sell	-2,118	Closed	-$382K	–	141
2022 Q1	$382K	Buy	2,118 +106	+5%	+$18.6K	0.16%	102
2021 Q4	$343K	Hold	2,012	–	–	0.14%	114
2021 Q3	$330K	Hold	2,012	–	–	0.21%	93
2021 Q2	$333K	Hold	2,012	–	–	0.18%	107
2021 Q1	$321K	Hold	2,012	–	–	0.2%	86
2020 Q4	$358K	Buy	+2,012	New	+$354K	0.25%	51

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lebenthal Global Advisors's GLD Position: Q2 2026 in Review

Lebenthal Global Advisors increased its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, buying an estimated $5.39K and bringing the position to 868 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #180.

Lebenthal Global Advisors first reported a position in GLD in Q4 2020 and has held it in 9 quarters since. The position peaked at $382K in Q1 2022. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lebenthal Global Advisors held 868 shares of SPDR Gold Trust worth $320K as of Q2 2026.
Lebenthal Global Advisors bought 13 SPDR Gold Trust shares in Q2 2026, an estimated $5.39K.
SPDR Gold Trust made up 0.04% of Lebenthal Global Advisors's portfolio in Q2 2026, its #180 holding.
Lebenthal Global Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 9 quarters since.
Lebenthal Global Advisors's SPDR Gold Trust position peaked at $382K in Q1 2022.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.