Lido Advisors’s SPDR Gold Trust GLD Stock Holding History

Lido 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	$2.87M	Buy	7,800 +500	+7%	+$207K	0.01%	676
2026 Q1	$3.14M	Sell	7,300 -200	-3%	-$89.6K	0.01%	569
2025 Q4	$2.97M	Hold	7,500	–	–	0.01%	606
2025 Q3	$2.67M	Sell	7,500 -2,000	-21%	-$637K	0.01%	607
2025 Q2	$2.9M	Buy	9,500 +1,300	+16%	+$394K	0.01%	497
2025 Q1	$289	Hold	8,200	–	–	﹤0.01%	1508
2024 Q4	$1.99M	Buy	8,200 +900	+12%	+$221K	0.01%	520
2024 Q3	$438	Buy	7,300 +1,700	+30%	+$389K	﹤0.01%	1460
2024 Q2	$1.2M	Buy	5,600 +1,100	+24%	+$238K	0.01%	589
2024 Q1	$926K	Buy	4,500 +200	+5%	+$38.4K	0.01%	682
2023 Q4	$822K	Hold	4,300	–	–	0.01%	682
2023 Q3	$737K	Buy	4,300 +300	+8%	+$53.6K	0.01%	632
2023 Q2	$713K	Buy	+4,000	New	+$735K	0.01%	629

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

Lido Advisors's GLD Position: Q2 2026 in Review

Lido Advisors reduced its SPDR Gold Trust (GLD) stake by 65% in Q2 2026, selling an estimated $74.3M and leaving 98,136 shares worth $36.2M. The position accounts for 0.1% of the portfolio, ranked #136.

Lido Advisors first reported a position in GLD in Q1 2016 and has held it in 42 quarters since. The position peaked at $119M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lido Advisors held 98,136 shares of SPDR Gold Trust worth $36.2M as of Q2 2026.
Lido Advisors sold 179,359 SPDR Gold Trust shares in Q2 2026, an estimated $74.3M.
SPDR Gold Trust made up 0.1% of Lido Advisors's portfolio in Q2 2026, its #136 holding.
Lido Advisors first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 42 quarters since.
Lido Advisors's SPDR Gold Trust position peaked at $119M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.