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Legacy Investment Solutions’s SPDR Gold Trust GLD Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$57.9K Buy
+190
New +$57.5K 0.03% 145
2024
Q4 		$23.8K Hold
90
– – 0.02% 197
2024
Q3 		$21.4K Buy
+90
New +$20.6K 0.01% 214

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's GLD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in SPDR Gold Trust (GLD) in Q2 2025: 190 shares worth $57.9K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GLD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GLD in Q3 2024 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Legacy Investment Solutions held 190 shares of SPDR Gold Trust worth $57.9K as of Q2 2025.
  • SPDR Gold Trust was a new Legacy Investment Solutions position in Q2 2025.
  • SPDR Gold Trust made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #145 holding.
  • Legacy Investment Solutions first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 3 quarters since.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.