LGL Partners’s SPDR Gold Trust GLD Stock Holding History

LGL Partners’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	$827K	Hold	2,245	–	–	0.3%	27
2026 Q1	$966K	Sell	2,245 -503	-18%	-$225K	0.4%	24
2025 Q4	$1.09M	Hold	2,748	–	–	0.46%	22
2025 Q3	$977K	Sell	2,748 -172	-6%	-$54.8K	0.42%	26
2025 Q2	$914K	Hold	2,920	–	–	0.41%	24
2025 Q1	$841K	Sell	2,920 -12	-0.4%	-$3.17K	0.41%	27
2024 Q4	$710K	Sell	2,932 -200	-6%	-$49.1K	0.1%	58
2024 Q3	$761K	Hold	3,132	–	–	0.11%	54
2024 Q2	$673K	Buy	3,132 +200	+7%	+$43.3K	0.1%	56
2024 Q1	$603K	Sell	2,932 -150	-5%	-$28.8K	0.1%	62
2023 Q4	$589K	Buy	3,082 +74	+2%	+$13.6K	0.08%	61
2023 Q3	$516K	Sell	3,008 -181	-6%	-$32.4K	0.09%	64
2023 Q2	$569K	Sell	3,189 -400	-11%	-$73.5K	0.1%	61
2023 Q1	$658K	Sell	3,589 -993	-22%	-$175K	0.11%	42
2022 Q4	$777K	Buy	4,582 +599	+15%	+$96.5K	0.14%	40
2022 Q3	$616K	Sell	3,983 -399	-9%	-$64.2K	0.13%	48
2022 Q2	$738K	Buy	4,382 +50	+1%	+$8.73K	0.12%	40
2022 Q1	$783K	Buy	4,332 +161	+4%	+$28.2K	0.1%	39
2021 Q4	$713K	Buy	4,171 +230	+6%	+$38.6K	0.08%	49
2021 Q3	$647K	Hold	3,941	–	–	0.39%	41
2021 Q2	$653K	Sell	3,941 -34,841	-90%	-$5.92M	0.39%	40
2021 Q1	$6.2M	Sell	38,782 -5,499	-12%	-$924K	3.56%	5
2020 Q4	$7.9M	Sell	44,281 -21,407	-33%	-$3.77M	4.57%	4
2020 Q3	$11.6M	Buy	65,688 +20,600	+46%	+$3.7M	7.03%	4
2020 Q2	$7.55M	Buy	45,088 +39,964	+780%	+$6.45M	4.69%	4
2020 Q1	$759K	Buy	5,124 +340	+7%	+$50.6K	0.5%	31
2019 Q4	$684K	Hold	4,784	–	–	0.22%	40
2019 Q3	$664K	Buy	4,784 +1,318	+38%	+$183K	0.28%	42
2019 Q2	$462K	Sell	3,466 -20,470	-86%	-$2.53M	0.18%	60
2019 Q1	$2.92M	Buy	23,936 +20,520	+601%	+$2.53M	1.11%	20
2018 Q4	$414K	Hold	3,416	–	–	0.23%	39
2018 Q3	$385K	Hold	3,416	–	–	0.18%	44
2018 Q2	$405K	Sell	3,416 -30	-0.9%	-$3.71K	0.19%	43
2018 Q1	$433K	Buy	3,446 +30	+0.9%	+$3.78K	0.21%	48
2017 Q4	$422K	Sell	3,416 -1	-0%	-$121	0.19%	47
2017 Q3	$415K	Sell	3,417 -12	-0.3%	-$1.46K	0.27%	42
2017 Q2	$405K	Sell	3,429 -3,422	-50%	-$410K	0.22%	57
2017 Q1	$813K	Sell	6,851 -601	-8%	-$69.9K	0.41%	35
2016 Q4	$817K	Sell	7,452 -288	-4%	-$33.4K	0.45%	34
2016 Q3	$970K	Buy	7,740 +490	+7%	+$62.4K	0.51%	31
2016 Q2	$941K	Hold	7,250	–	–	0.51%	34
2016 Q1	$853K	Hold	7,250	–	–	0.44%	36
2015 Q4	$736K	Buy	+7,250	New	+$766K	0.4%	40

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

LGL Partners's GLD Position: Q2 2026 in Review

LGL Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,245 shares worth $827K. The position accounts for 0.3% of the portfolio, ranked #27.

LGL Partners first reported a position in GLD in Q4 2015 and has held it in 43 quarters since. The position peaked at $11.6M in Q3 2020. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

LGL Partners held 2,245 shares of SPDR Gold Trust worth $827K as of Q2 2026.
LGL Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.3% of LGL Partners's portfolio in Q2 2026, its #27 holding.
LGL Partners first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 43 quarters since.
LGL Partners's SPDR Gold Trust position peaked at $11.6M in Q3 2020.
1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.