LGT Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

LGT Financial Advisors’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	$71.1K	Sell	193 -6	-3%	-$2.49K	0.38%	48
2026 Q1	$85.6K	Buy	+199	New	+$89.1K	0.44%	40
2024 Q2	–	Sell	-43	Closed	-$8.85K	–	811
2024 Q1	$8.85K	Sell	43 -78	-64%	-$15K	0.01%	518
2023 Q4	$23.1K	Sell	121 -144	-54%	-$26.4K	0.03%	323
2023 Q3	$45.4K	Buy	+265	New	+$47.4K	0.06%	227

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LGT Financial Advisors's GLD Position: Q2 2026 in Review

LGT Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, selling an estimated $2.49K and leaving 193 shares worth $71.1K. The position accounts for 0.38% of the portfolio, ranked #48.

LGT Financial Advisors first reported a position in GLD in Q3 2023 and has held it in 5 quarters since. The position peaked at $85.6K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

LGT Financial Advisors held 193 shares of SPDR Gold Trust worth $71.1K as of Q2 2026.
LGT Financial Advisors sold 6 SPDR Gold Trust shares in Q2 2026, an estimated $2.49K.
SPDR Gold Trust made up 0.38% of LGT Financial Advisors's portfolio in Q2 2026, its #48 holding.
LGT Financial Advisors first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 5 quarters since.
LGT Financial Advisors's SPDR Gold Trust position peaked at $85.6K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.