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Liberty Square Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Liberty Square Wealth 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 		$670K Sell
1,820
-50
-3% -$20.7K 0.16% 62
2026
Q1 		$805K Buy
1,870
+1,250
+202% +$560K 0.22% 50
2025
Q4 		$246K Sell
620
-210
-25% -$80.2K 0.07% 127
2025
Q3 		$295K Hold
830
– – 0.09% 117
2025
Q2 		$253K Hold
830
– – 0.09% 123
2025
Q1 		$239K Hold
830
– – 0.09% 128
2024
Q4 		$221K Buy
+830
New +$204K 0.08% 142

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Liberty Square Wealth Partners's GLD Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q2 2026, selling an estimated $20.7K and leaving 1,820 shares worth $670K. The position accounts for 0.16% of the portfolio, ranked #62.

Liberty Square Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $805K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Liberty Square Wealth Partners held 1,820 shares of SPDR Gold Trust worth $670K as of Q2 2026.
  • Liberty Square Wealth Partners sold 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
  • SPDR Gold Trust made up 0.16% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Liberty Square Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's SPDR Gold Trust position peaked at $805K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.