LA
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Legacy Advisors’s SPDR Gold Trust GLD Stock Holding History

Legacy 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 		$2.75M Sell
7,453
-333
-4% -$138K 0.26% 51
2026
Q1 		$3.35M Sell
7,786
-2
-0% -$896 0.4% 41
2025
Q4 		$3.09M Sell
7,788
-5,545
-42% -$2.12M 0.33% 43
2025
Q3 		$4.74M Buy
+13,333
New +$4.25M 0.59% 34
2025
Q2 		– Sell
-11,894
Closed -$3.43M – 168
2025
Q1 		$3.43M Sell
11,894
-9,600
-45% -$2.54M 0.35% 58
2024
Q4 		$5.2M Buy
21,494
+300
+1% +$73.7K 0.51% 34
2024
Q3 		$5.15M Buy
21,194
+9,600
+83% +$2.2M 0.56% 32
2024
Q2 		$2.49M Hold
11,594
– – 0.3% 65
2024
Q1 		$2.39M Hold
11,594
– – 0.3% 63
2023
Q4 		$2.22M Hold
11,594
– – 0.29% 73
2023
Q3 		$1.99M Hold
11,594
– – 0.32% 78
2023
Q2 		$2.07M Hold
11,594
– – 0.31% 77
2023
Q1 		$2.12M Hold
11,594
– – 0.39% 64
2022
Q4 		$1.97M Hold
11,594
– – 0.36% 60
2022
Q3 		$1.79M Hold
11,594
– – 0.4% 51
2022
Q2 		$1.95M Hold
11,594
– – 0.41% 47
2022
Q1 		$2.09M Buy
11,594
+1,804
+18% +$316K 0.41% 45
2021
Q4 		$1.67M Hold
9,790
– – 0.61% 31
2021
Q3 		$1.61M Hold
9,790
– – 0.64% 30
2021
Q2 		$1.62M Hold
9,790
– – 0.66% 31
2021
Q1 		$1.57M Hold
9,790
– – 0.69% 26
2020
Q4 		$1.75M Buy
9,790
+5,540
+130% +$976K 0.99% 22
2020
Q3 		$753K Hold
4,250
– – 0.5% 39
2020
Q2 		$711K Hold
4,250
– – 0.56% 39
2020
Q1 		$629K Hold
4,250
– – 0.63% 43
2019
Q4 		$607K Sell
4,250
-180
-4% -$25.2K 0.39% 57
2019
Q3 		$615K Buy
4,430
+180
+4% +$25K 0.46% 50
2019
Q2 		$566K Sell
4,250
-4,250
-50% -$525K 0.38% 54
2019
Q1 		$1.04M Buy
8,500
+4,750
+127% +$585K 0.34% 65
2018
Q4 		$455K Hold
3,750
– – 0.35% 66
2018
Q3 		$423K Hold
3,750
– – 0.21% 98
2018
Q2 		$445K Hold
3,750
– – 0.33% 56
2018
Q1 		$478K Hold
3,750
– – 0.35% 49
2017
Q4 		$463K Hold
3,750
– – 0.45% 36
2017
Q3 		$455K Hold
3,750
– – 0.51% 33
2017
Q2 		$442K Hold
3,750
– – 0.56% 30
2017
Q1 		$445K Hold
3,750
– – 0.6% 27
2016
Q4 		$411K Buy
+3,750
New +$435K 0.56% 26

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Legacy Advisors's GLD Position: Q2 2026 in Review

Legacy Advisors reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, selling an estimated $138K and leaving 7,453 shares worth $2.75M. The position accounts for 0.26% of the portfolio, ranked #51.

Legacy Advisors first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.2M in Q4 2024. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Advisors held 7,453 shares of SPDR Gold Trust worth $2.75M as of Q2 2026.
  • Legacy Advisors sold 333 SPDR Gold Trust shares in Q2 2026, an estimated $138K.
  • SPDR Gold Trust made up 0.26% of Legacy Advisors's portfolio in Q2 2026, its #51 holding.
  • Legacy Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's SPDR Gold Trust position peaked at $5.2M in Q4 2024.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.