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Lee, Danner & Bass’s SPDR Gold Trust GLD Stock Holding History

Lee, Danner & Bass’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 		$2.02M Sell
5,479
-1,231
-18% -$510K 0.12% 123
2026
Q1 		$2.89M Buy
6,710
+1,626
+32% +$728K 0.18% 97
2025
Q4 		$2.01M Buy
5,084
+525
+12% +$200K 0.14% 107
2025
Q3 		$1.62M Sell
4,559
-250
-5% -$79.7K 0.12% 115
2025
Q2 		$1.47M Buy
4,809
+465
+11% +$141K 0.11% 119
2025
Q1 		$1.25M Hold
4,344
– – 0.1% 124
2024
Q4 		$1.05M Hold
4,344
– – 0.08% 130
2024
Q3 		$1.06M Hold
4,344
– – 0.07% 136
2024
Q2 		$934K Buy
+4,344
New +$940K 0.07% 137
2023
Q4 		$11.7M Buy
61,228
+10,329
+20% +$1.89M 1% 23
2023
Q3 		$8.73M Sell
50,899
-1,829
-3% -$327K 0.79% 31
2023
Q2 		$9.4M Buy
52,728
+9,178
+21% +$1.69M 0.81% 30
2023
Q1 		$7.98M Buy
43,550
+1,196
+3% +$210K 0.73% 33
2022
Q4 		$7.18M Buy
42,354
+33,114
+358% +$5.33M 0.68% 38
2022
Q3 		$1.43M Buy
9,240
+5,925
+179% +$953K 0.15% 106
2022
Q2 		$558K Buy
3,315
+2,176
+191% +$380K 0.06% 145
2022
Q1 		$206K Buy
+1,139
New +$200K 0.02% 196
2021
Q1 		– Sell
-1,154
Closed -$206K – 198
2020
Q4 		$206K Sell
1,154
-17,127
-94% -$3.02M 0.02% 177
2020
Q3 		$3.24M Buy
18,281
+9,339
+104% +$1.68M 0.38% 61
2020
Q2 		$1.5M Buy
+8,942
New +$1.44M 0.19% 91
2020
Q1 		– Sell
-8,346
Closed -$1.19M – 175
2019
Q4 		$1.19M Buy
8,346
+4,084
+96% +$571K 0.12% 104
2019
Q3 		$592K Buy
+4,262
New +$593K 0.06% 139
2018
Q1 		– Sell
-2,032
Closed -$251K – 175
2017
Q4 		$251K Hold
2,032
– – 0.03% 166
2017
Q3 		$247K Buy
+2,032
New +$247K 0.03% 158
2016
Q4 		– Sell
-12,232
Closed -$1.54M – 165
2016
Q3 		$1.54M Buy
12,232
+4,355
+55% +$555K 0.19% 89
2016
Q2 		$996K Buy
7,877
+2,320
+42% +$279K 0.12% 102
2016
Q1 		$660K Sell
5,557
-340
-6% -$38.5K 0.08% 113
2015
Q4 		$598K Sell
5,897
-2,003
-25% -$212K 0.08% 116
2015
Q3 		$844K Sell
7,900
-2,312
-23% -$249K 0.11% 107
2015
Q2 		$1.15M Sell
10,212
-30
-0.3% -$3.43K 0.14% 99
2015
Q1 		$1.16M Sell
10,242
-657
-6% -$76.8K 0.14% 94
2014
Q4 		$1.24M Buy
10,899
+972
+10% +$112K 0.15% 91
2014
Q3 		$1.15M Buy
9,927
+4,239
+75% +$523K 0.14% 93
2014
Q2 		$728K Buy
+5,688
New +$707K 0.09% 103

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lee, Danner & Bass's GLD Position: Q2 2026 in Review

Lee, Danner & Bass reduced its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, selling an estimated $510K and leaving 5,479 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #123.

Lee, Danner & Bass first reported a position in GLD in Q2 2014 and has held it in 34 quarters since. The position peaked at $11.7M in Q4 2023. 1,145 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lee, Danner & Bass held 5,479 shares of SPDR Gold Trust worth $2.02M as of Q2 2026.
  • Lee, Danner & Bass sold 1,231 SPDR Gold Trust shares in Q2 2026, an estimated $510K.
  • SPDR Gold Trust made up 0.12% of Lee, Danner & Bass's portfolio in Q2 2026, its #123 holding.
  • Lee, Danner & Bass first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 34 quarters since.
  • Lee, Danner & Bass's SPDR Gold Trust position peaked at $11.7M in Q4 2023.
  • 1,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.