Legacy Trust’s SPDR Gold Trust GLD Stock Holding History

Legacy 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	$512K	Sell	1,391 -20	-1%	-$8.29K	0.09%	131
2026 Q1	$607K	Sell	1,411 -50	-3%	-$22.4K	0.12%	115
2025 Q4	$579K	Sell	1,461 -170	-10%	-$64.9K	0.11%	115
2025 Q3	$580K	Hold	1,631	–	–	0.11%	115
2025 Q2	$497K	Hold	1,631	–	–	0.12%	102
2025 Q1	$470K	Sell	1,631 -70	-4%	-$18.5K	0.11%	111
2024 Q4	$412K	Sell	1,701 -15	-0.9%	-$3.69K	0.1%	115
2024 Q3	$417K	Hold	1,716	–	–	0.1%	116
2024 Q2	$369K	Sell	1,716 -115	-6%	-$24.9K	0.09%	118
2024 Q1	$377K	Buy	1,831 +115	+7%	+$22.1K	0.09%	122
2023 Q4	$328K	Sell	1,716 -1,045	-38%	-$192K	0.09%	130
2023 Q3	$473K	Hold	2,761	–	–	0.14%	103
2023 Q2	$492K	Hold	2,761	–	–	0.14%	104
2023 Q1	$506K	Sell	2,761 -240	-8%	-$42.2K	0.15%	101
2022 Q4	$509K	Buy	+3,001	New	+$483K	0.16%	96

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Trust's GLD Position: Q2 2026 in Review

Legacy Trust reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $8.29K and leaving 1,391 shares worth $512K. The position accounts for 0.09% of the portfolio, ranked #131.

Legacy Trust first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $607K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Legacy Trust held 1,391 shares of SPDR Gold Trust worth $512K as of Q2 2026.
Legacy Trust sold 20 SPDR Gold Trust shares in Q2 2026, an estimated $8.29K.
SPDR Gold Trust made up 0.09% of Legacy Trust's portfolio in Q2 2026, its #131 holding.
Legacy Trust first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's SPDR Gold Trust position peaked at $607K in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.