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

Legacy Edge 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 		$228K Sell
618
-225
-27% -$93.2K 0.02% 223
2026
Q1 		$363K Sell
843
-129
-13% -$57.8K 0.04% 166
2025
Q4 		$385K Buy
972
+338
+53% +$129K 0.04% 155
2025
Q3 		$225K Buy
+634
New +$202K 0.03% 193

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 Edge Advisors's GLD Position: Q2 2026 in Review

Legacy Edge Advisors reduced its SPDR Gold Trust (GLD) stake by 27% in Q2 2026, selling an estimated $93.2K and leaving 618 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #223.

Legacy Edge Advisors first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Edge Advisors held 618 shares of SPDR Gold Trust worth $228K as of Q2 2026.
  • Legacy Edge Advisors sold 225 SPDR Gold Trust shares in Q2 2026, an estimated $93.2K.
  • SPDR Gold Trust made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #223 holding.
  • Legacy Edge Advisors first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Legacy Edge Advisors's SPDR Gold Trust position peaked at $385K in Q4 2025.
  • 3,042 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.