Lifeworks Advisors’s SPDR Gold Trust GLD Stock Holding History

Lifeworks 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	$4.2M	Sell	11,408 -21,428	-65%	-$8.88M	0.44%	67
2026 Q1	$14.1M	Buy	32,836 +6,329	+24%	+$2.83M	1.81%	8
2025 Q4	$10.5M	Sell	26,507 -1,265	-5%	-$483K	1.36%	9
2025 Q3	$9.87M	Buy	27,772 +5,424	+24%	+$1.73M	1.31%	12
2025 Q2	$6.81M	Buy	22,348 +4,099	+22%	+$1.24M	1.02%	24
2025 Q1	$5.26M	Buy	18,249 +10,650	+140%	+$2.82M	0.87%	32
2024 Q4	$1.84M	Buy	7,599 +5,708	+302%	+$1.4M	0.33%	81
2024 Q3	$460K	Buy	+1,891	New	+$433K	0.09%	173

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

Lifeworks Advisors's GLD Position: Q2 2026 in Review

Lifeworks Advisors reduced its SPDR Gold Trust (GLD) stake by 65% in Q2 2026, selling an estimated $8.88M and leaving 11,408 shares worth $4.2M. The position accounts for 0.44% of the portfolio, ranked #67.

Lifeworks Advisors first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.1M in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lifeworks Advisors held 11,408 shares of SPDR Gold Trust worth $4.2M as of Q2 2026.
Lifeworks Advisors sold 21,428 SPDR Gold Trust shares in Q2 2026, an estimated $8.88M.
SPDR Gold Trust made up 0.44% of Lifeworks Advisors's portfolio in Q2 2026, its #67 holding.
Lifeworks Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's SPDR Gold Trust position peaked at $14.1M in Q1 2026.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.