Lewis Asset Management
GLD icon

Lewis Asset Management’s SPDR Gold Trust GLD Stock Holding History

Lewis Asset Management’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 		$438K Buy
1,150
+37
+3% +$14.5K 0.15% 143
2026
Q2 		$410K Hold
1,113
– – 0.14% 142
2026
Q1 		$479K Sell
1,113
-200
-15% -$89.6K 0.2% 115
2025
Q4 		$520K Buy
1,313
+55
+4% +$21K 0.21% 105
2025
Q3 		$447K Buy
1,258
+160
+15% +$51K 0.18% 119
2025
Q2 		$335K Buy
1,098
+255
+30% +$77.2K 0.16% 138
2025
Q1 		$243K Hold
843
– – 0.2% 108
2024
Q4 		$204K Hold
843
– – 0.16% 125
2024
Q3 		$205K Buy
+843
New +$193K 0.15% 129

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Lewis Asset Management's GLD Position: Q3 2026 in Review

Lewis Asset Management increased its SPDR Gold Trust (GLD) stake by 3.3% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,150 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #143.

Lewis Asset Management first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $520K in Q4 2025. 2,469 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Lewis Asset Management held 1,150 shares of SPDR Gold Trust worth $438K as of Q3 2026.
  • Lewis Asset Management bought 37 SPDR Gold Trust shares in Q3 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.15% of Lewis Asset Management's portfolio in Q3 2026, its #143 holding.
  • Lewis Asset Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
  • Lewis Asset Management's SPDR Gold Trust position peaked at $520K in Q4 2025.
  • 2,469 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.