LPT
GLD icon

Legacy Private Trust’s SPDR Gold Trust GLD Stock Holding History

Legacy Private Trust’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 		$239K Buy
650
+159
+32% +$65.9K 0.01% 252
2026
Q1 		$211K Buy
+491
New +$220K 0.01% 255
2024
Q4 		– Sell
-1,000
Closed -$243K – 244
2024
Q3 		$243K Hold
1,000
– – 0.02% 220
2024
Q2 		$215K Hold
1,000
– – 0.02% 221
2024
Q1 		$206K Sell
1,000
-830
-45% -$159K 0.02% 222
2023
Q4 		$350K Sell
1,830
-242
-12% -$44.4K 0.03% 189
2023
Q3 		$355K Hold
2,072
– – 0.03% 195
2023
Q2 		$369K Hold
2,072
– – 0.03% 193
2023
Q1 		$380K Buy
2,072
+97
+5% +$17.1K 0.03% 188
2022
Q4 		$335K Sell
1,975
-21
-1% -$3.38K 0.03% 193
2022
Q3 		$309K Sell
1,996
-127
-6% -$20.4K 0.03% 195
2022
Q2 		$358K Hold
2,123
– – 0.03% 183
2022
Q1 		$384K Sell
2,123
-100
-4% -$17.5K 0.03% 203
2021
Q4 		$380K Sell
2,223
-140
-6% -$23.5K 0.03% 206
2021
Q3 		$388K Sell
2,363
-88
-4% -$14.7K 0.03% 194
2021
Q2 		$406K Sell
2,451
-308
-11% -$52.3K 0.03% 191
2021
Q1 		$441K Sell
2,759
-1,015
-27% -$171K 0.04% 185
2020
Q4 		$673K Sell
3,774
-1,504
-28% -$265K 0.06% 152
2020
Q3 		$935K Buy
5,278
+3,133
+146% +$563K 0.1% 131
2020
Q2 		$359K Sell
2,145
-990
-32% -$160K 0.04% 173
2020
Q1 		$464K Buy
3,135
+45
+1% +$6.7K 0.06% 151
2019
Q4 		$442K Hold
3,090
– – 0.05% 179
2019
Q3 		$429K Hold
3,090
– – 0.05% 182
2019
Q2 		$412K Buy
3,090
+840
+37% +$104K 0.05% 183
2019
Q1 		$275K Hold
2,250
– – 0.03% 198
2018
Q4 		$273K Buy
2,250
+260
+13% +$30.2K 0.04% 202
2018
Q3 		$224K Sell
1,990
-110
-5% -$12.6K 0.03% 217
2018
Q2 		$249K Sell
2,100
-9,662
-82% -$1.2M 0.03% 209
2018
Q1 		$1.48M Buy
11,762
+8,072
+219% +$1.02M 0.17% 112
2017
Q4 		$456K Buy
3,690
+1,260
+52% +$153K 0.05% 171
2017
Q3 		$295K Buy
2,430
+600
+33% +$73K 0.04% 203
2017
Q2 		$216K Hold
1,830
– – 0.03% 219
2017
Q1 		$217K Sell
1,830
-920
-33% -$107K 0.03% 227
2016
Q4 		$301K Buy
2,750
+920
+50% +$107K 0.04% 205
2016
Q3 		$230K Hold
1,830
– – 0.03% 221
2016
Q2 		$231K Sell
1,830
-9,869
-84% -$1.19M 0.03% 216
2016
Q1 		$1.38M Sell
11,699
-5,759
-33% -$653K 0.21% 110
2015
Q4 		$1.77M Buy
17,458
+10,508
+151% +$1.11M 0.27% 96
2015
Q3 		$743K Buy
6,950
+2,136
+44% +$230K 0.12% 155
2015
Q2 		$541K Sell
4,814
-4,808
-50% -$550K 0.08% 183
2015
Q1 		$1.09M Buy
9,622
+7,792
+426% +$911K 0.16% 134
2014
Q4 		$208K Hold
1,830
– – 0.03% 249
2014
Q3 		$213K Hold
1,830
– – 0.03% 245
2014
Q2 		$234K Sell
1,830
-180
-9% -$22.4K 0.04% 234
2014
Q1 		$248K Buy
2,010
+180
+10% +$22.4K 0.04% 185
2013
Q4 		$212K Sell
1,830
-122
-6% -$15K 0.04% 188
2013
Q3 		$250K Buy
+1,952
New +$251K 0.05% 172

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

Legacy Private Trust's GLD Position: Q2 2026 in Review

Legacy Private Trust increased its SPDR Gold Trust (GLD) stake by 32% in Q2 2026, buying an estimated $65.9K and bringing the position to 650 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #252.

Legacy Private Trust first reported a position in GLD in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.77M in Q4 2015. 1,102 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Private Trust held 650 shares of SPDR Gold Trust worth $239K as of Q2 2026.
  • Legacy Private Trust bought 159 SPDR Gold Trust shares in Q2 2026, an estimated $65.9K.
  • SPDR Gold Trust made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #252 holding.
  • Legacy Private Trust first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 47 quarters since.
  • Legacy Private Trust's SPDR Gold Trust position peaked at $1.77M in Q4 2015.
  • 1,102 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.