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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lebenthal Global Advisors's GLD Position: Q1 2026 in Review

Lebenthal Global Advisors increased its SPDR Gold Trust (GLD) stake by 0.12% in Q1 2026, buying an estimated $448 and bringing the position to 855 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #169.

Lebenthal Global Advisors first reported a position in GLD in Q4 2020 and has held it in 8 quarters since. The position peaked at $382K in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Lebenthal Global Advisors held 855 shares of SPDR Gold Trust worth $368K as of Q1 2026.
Lebenthal Global Advisors bought 1 SPDR Gold Trust share in Q1 2026, an estimated $448.
SPDR Gold Trust made up 0.05% of Lebenthal Global Advisors's portfolio in Q1 2026, its #169 holding.
Lebenthal Global Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 8 quarters since.
Lebenthal Global Advisors's SPDR Gold Trust position peaked at $382K in Q1 2022.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.