LA
GLD icon

LM Advisors’s SPDR Gold Trust GLD Stock Holding History

LM 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 		$7.83M Buy
21,243
+15,841
+293% +$6.56M 0.9% 20
2026
Q1 		$12.6K Buy
5,402
+705
+15% +$316K 0.2% 87
2025
Q4 		$11.9K Sell
4,697
-6,560
-58% -$2.51M 0.21% 85
2025
Q3 		$4M Buy
11,257
+7,581
+206% +$2.42M 0.58% 33
2025
Q2 		$1.12M Buy
3,676
+277
+8% +$83.9K 0.14% 76
2025
Q1 		$979K Hold
3,399
– – 0.18% 89
2024
Q4 		$823K Buy
3,399
+165
+5% +$40.5K 0.15% 100
2024
Q3 		$786K Sell
3,234
-330
-9% -$75.6K 0.16% 90
2024
Q2 		$766K Hold
3,564
– – 0.14% 104
2024
Q1 		$733K Sell
3,564
-917
-20% -$176K 0.12% 114
2023
Q4 		$857K Buy
+4,481
New +$821K 0.17% 83

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

LM Advisors's GLD Position: Q2 2026 in Review

LM Advisors increased its SPDR Gold Trust (GLD) stake by 293% in Q2 2026, buying an estimated $6.56M and bringing the position to 21,243 shares worth $7.83M. The position accounts for 0.9% of the portfolio, ranked #20.

LM Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LM Advisors held 21,243 shares of SPDR Gold Trust worth $7.83M as of Q2 2026.
  • LM Advisors bought 15,841 SPDR Gold Trust shares in Q2 2026, an estimated $6.56M.
  • SPDR Gold Trust made up 0.9% of LM Advisors's portfolio in Q2 2026, its #20 holding.
  • LM Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.