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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Trust's GLD Position: Q1 2026 in Review

Legacy Trust reduced its SPDR Gold Trust (GLD) stake by 3.4% in Q1 2026, selling an estimated $22.4K and leaving 1,411 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #115.

Legacy Trust first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Legacy Trust held 1,411 shares of SPDR Gold Trust worth $607K as of Q1 2026.
  • Legacy Trust sold 50 SPDR Gold Trust shares in Q1 2026, an estimated $22.4K.
  • SPDR Gold Trust made up 0.12% of Legacy Trust's portfolio in Q1 2026, its #115 holding.
  • Legacy Trust first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.