Lionsbridge Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Lionsbridge Wealth Management’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	$2.5M	Sell	6,793 -215	-3%	-$89.1K	2.46%	11
2026 Q1	$3.02M	Sell	7,008 -104	-1%	-$46.6K	3.03%	6
2025 Q4	$2.82M	Sell	7,112 -166	-2%	-$63.4K	2.85%	10
2025 Q3	$2.59M	Buy	7,278 +222	+3%	+$70.7K	2.55%	13
2025 Q2	$2.15M	Sell	7,056 -252	-3%	-$76.3K	2.14%	13
2025 Q1	$2.11M	Sell	7,308 -1,154	-14%	-$305K	1.87%	16
2024 Q4	$2.05M	Sell	8,462 -1,275	-13%	-$313K	1.72%	19
2024 Q3	$2.37M	Buy	+9,737	New	+$2.23M	1.87%	16

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

Lionsbridge Wealth Management's GLD Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, selling an estimated $89.1K and leaving 6,793 shares worth $2.5M. The position accounts for 2.46% of the portfolio, ranked #11.

Lionsbridge Wealth Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Lionsbridge Wealth Management held 6,793 shares of SPDR Gold Trust worth $2.5M as of Q2 2026.
Lionsbridge Wealth Management sold 215 SPDR Gold Trust shares in Q2 2026, an estimated $89.1K.
SPDR Gold Trust made up 2.46% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #11 holding.
Lionsbridge Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Lionsbridge Wealth Management's SPDR Gold Trust position peaked at $3.02M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.