Lederer & Associates Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

Lederer & Associates Investment Counsel’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	$2.4M	Hold	6,523	–	–	1.58%	18
2026 Q1	$2.81M	Buy	6,523 +383	+6%	+$172K	1.99%	9
2025 Q4	$2.43M	Sell	6,140 -750	-11%	-$286K	1.63%	15
2025 Q3	$2.45M	Buy	6,890 +75	+1%	+$23.9K	1.59%	15
2025 Q2	$2.08M	Hold	6,815	–	–	1.37%	20
2025 Q1	$1.96M	Hold	6,815	–	–	1.44%	20
2024 Q4	$1.65M	Hold	6,815	–	–	1.15%	26
2024 Q3	$1.66M	Hold	6,815	–	–	1.17%	29
2024 Q2	$1.47M	Hold	6,815	–	–	1.06%	33
2024 Q1	$1.4M	Hold	6,815	–	–	0.97%	36
2023 Q4	$1.3M	Hold	6,815	–	–	0.96%	37
2023 Q3	$1.17M	Hold	6,815	–	–	0.93%	40
2023 Q2	$1.22M	Hold	6,815	–	–	0.92%	41
2023 Q1	$1.25M	Hold	6,815	–	–	0.96%	43
2022 Q4	$1.16M	Hold	6,815	–	–	0.94%	40
2022 Q3	$1.05M	Hold	6,815	–	–	0.89%	44
2022 Q2	$1.15M	Hold	6,815	–	–	0.88%	46
2022 Q1	$1.23M	Hold	6,815	–	–	0.75%	52
2021 Q4	$1.17M	Hold	6,815	–	–	0.68%	54
2021 Q3	$1.12M	Buy	6,815 +340	+5%	+$56.9K	0.72%	52
2021 Q2	$1.07M	Hold	6,475	–	–	0.71%	50
2021 Q1	$1.04M	Buy	6,475 +380	+6%	+$63.9K	0.73%	51
2020 Q4	$1.09M	Buy	6,095 +380	+7%	+$66.9K	0.83%	45
2020 Q3	$1.01M	Buy	5,715 +1,790	+46%	+$322K	0.84%	47
2020 Q2	$657K	Hold	3,925	–	–	0.61%	50
2020 Q1	$581K	Hold	3,925	–	–	0.66%	51
2019 Q4	$561K	Hold	3,925	–	–	0.49%	58
2019 Q3	$545K	Hold	3,925	–	–	0.52%	58
2019 Q2	$523K	Hold	3,925	–	–	0.48%	57
2019 Q1	$479K	Hold	3,925	–	–	0.45%	58
2018 Q4	$476K	Hold	3,925	–	–	0.51%	55
2018 Q3	$443K	Hold	3,925	–	–	0.37%	63
2018 Q2	$466K	Hold	3,925	–	–	0.42%	56
2018 Q1	$494K	Hold	3,925	–	–	0.45%	56
2017 Q4	$485K	Hold	3,925	–	–	0.43%	54
2017 Q3	$477K	Hold	3,925	–	–	0.46%	50
2017 Q2	$463K	Hold	3,925	–	–	0.45%	53
2017 Q1	$466K	Hold	3,925	–	–	0.44%	61
2016 Q4	$430K	Buy	+3,925	New	+$456K	0.43%	60
2015 Q3	$419K	Hold	3,925	–	–	0.47%	55
2015 Q2	$441K	Hold	3,925	–	–	0.45%	53
2015 Q1	$446K	Hold	3,925	–	–	0.43%	54
2014 Q4	$446K	Buy	+3,925	New	+$453K	0.44%	55

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Lederer & Associates Investment Counsel's GLD Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 6,523 shares worth $2.4M. The position accounts for 1.58% of the portfolio, ranked #18.

Lederer & Associates Investment Counsel first reported a position in GLD in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.81M in Q1 2026. 1,237 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lederer & Associates Investment Counsel held 6,523 shares of SPDR Gold Trust worth $2.4M as of Q2 2026.
Lederer & Associates Investment Counsel left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 1.58% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #18 holding.
Lederer & Associates Investment Counsel first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 43 quarters since.
Lederer & Associates Investment Counsel's SPDR Gold Trust position peaked at $2.81M in Q1 2026.
1,237 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.