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Legacy Capital Group California’s SPDR Gold Trust GLD Stock Holding History

Legacy Capital Group California’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 		$711K Buy
1,930
+1
+0.1% +$414 0.21% 136
2026
Q1 		$830K Sell
1,929
-885
-31% -$396K 0.32% 94
2025
Q4 		$1.12M Buy
2,814
+29
+1% +$11.1K 0.27% 94
2025
Q3 		$990K Buy
2,785
+477
+21% +$152K 0.25% 107
2025
Q2 		$704K Buy
2,308
+191
+9% +$57.8K 0.19% 132
2025
Q1 		$610K Buy
2,117
+490
+30% +$130K 0.21% 135
2024
Q4 		$394K Buy
1,627
+88
+6% +$21.6K 0.12% 209
2024
Q3 		$374K Sell
1,539
-104
-6% -$23.8K 0.12% 197
2024
Q2 		$353K Sell
1,643
-115
-7% -$24.9K 0.13% 205
2024
Q1 		$362K Sell
1,758
-555
-24% -$107K 0.13% 201
2023
Q4 		$442K Hold
2,313
– – 0.17% 180
2023
Q3 		$397K Hold
2,313
– – 0.17% 174
2023
Q2 		$412K Sell
2,313
-348
-13% -$63.9K 0.17% 174
2023
Q1 		$488K Buy
+2,661
New +$468K 0.24% 125

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Capital Group California's GLD Position: Q2 2026 in Review

Legacy Capital Group California increased its SPDR Gold Trust (GLD) stake by 0.05% in Q2 2026, buying an estimated $414 and bringing the position to 1,930 shares worth $711K. The position accounts for 0.21% of the portfolio, ranked #136.

Legacy Capital Group California first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Capital Group California held 1,930 shares of SPDR Gold Trust worth $711K as of Q2 2026.
  • Legacy Capital Group California bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
  • SPDR Gold Trust made up 0.21% of Legacy Capital Group California's portfolio in Q2 2026, its #136 holding.
  • Legacy Capital Group California first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's SPDR Gold Trust position peaked at $1.12M in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.