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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
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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lewis Asset Management's GLD Position: Q2 2026 in Review

Lewis Asset Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,113 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #142.

Lewis Asset Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $520K in Q4 2025. 1,473 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lewis Asset Management held 1,113 shares of SPDR Gold Trust worth $410K as of Q2 2026.
  • Lewis Asset Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #142 holding.
  • Lewis Asset Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Lewis Asset Management's SPDR Gold Trust position peaked at $520K in Q4 2025.
  • 1,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.