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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
Q3 		$539K Buy
1,516
+125
+9% +$48.9K 0.09% 141
2026
Q2 		$512K Sell
1,391
-20
-1% -$8.28K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Legacy Trust's GLD Position: Q3 2026 in Review

Legacy Trust increased its SPDR Gold Trust (GLD) stake by 9% in Q3 2026, buying an estimated $48.9K and bringing the position to 1,516 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #141.

Legacy Trust first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $607K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Legacy Trust held 1,516 shares of SPDR Gold Trust worth $539K as of Q3 2026.
  • Legacy Trust bought 125 SPDR Gold Trust shares in Q3 2026, an estimated $48.9K.
  • SPDR Gold Trust made up 0.09% of Legacy Trust's portfolio in Q3 2026, its #141 holding.
  • Legacy Trust first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's SPDR Gold Trust position peaked at $607K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.