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Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Gold Trust GLD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$7.5M Sell
20,363
-4,054
-17% -$1.68M 0.07% 83
2026
Q1 		$10.7M Buy
24,417
+16,825
+222% +$7.53M 0.11% 72
2025
Q4 		$3.61M Hold
7,592
– – 0.03% 100
2025
Q3 		$2.88M Sell
7,592
-20
-0.3% -$6.37K 0.03% 107
2025
Q2 		$2.32M Hold
7,612
– – 0.02% 120
2025
Q1 		$2.31M Hold
7,612
– – 0.02% 119
2024
Q4 		$1.93M Sell
7,612
-1,215
-14% -$299K 0.02% 136
2024
Q3 		$2.23M Buy
8,827
+100
+1% +$22.9K 0.02% 130
2024
Q2 		$1.99M Buy
8,727
+200
+2% +$43.3K 0.02% 117
2024
Q1 		$1.84M Sell
8,527
-3,000
-26% -$576K 0.02% 119
2023
Q4 		$2.17M Hold
11,527
– – 0.02% 113
2023
Q3 		$2.12M Sell
11,527
-1,534
-12% -$274K 0.02% 110
2023
Q2 		$2.33M Buy
13,061
+4,534
+53% +$833K 0.02% 109
2023
Q1 		$1.56M Buy
8,527
+4,900
+135% +$862K 0.02% 124
2022
Q4 		$615K Hold
3,627
– – 0.01% 183
2022
Q3 		$561K Sell
3,627
-30
-0.8% -$4.82K 0.01% 191
2022
Q2 		$616K Hold
3,657
– – 0.01% 190
2022
Q1 		$661K Hold
3,657
– – 0.01% 191
2021
Q4 		$625K Buy
3,657
+980
+37% +$165K 0.01% 205
2021
Q3 		$440K Hold
2,677
– – ﹤0.01% 228
2021
Q2 		$443K Hold
2,677
– – ﹤0.01% 235
2021
Q1 		$428K Sell
2,677
-4
-0.1% -$672 ﹤0.01% 226
2020
Q4 		$478K Buy
2,681
+4
+0.1% +$704 0.01% 212
2020
Q3 		$474K Hold
2,677
– – 0.01% 193
2020
Q2 		$448K Sell
2,677
-700
-21% -$113K 0.01% 187
2020
Q1 		$500K Sell
3,377
-105
-3% -$15.6K 0.01% 173
2019
Q4 		$498K Hold
3,482
– – 0.01% 206
2019
Q3 		$484K Hold
3,482
– – 0.01% 201
2019
Q2 		$464K Buy
3,482
+135
+4% +$16.7K 0.01% 198
2019
Q1 		$408K Sell
3,347
-100
-3% -$12.3K 0.01% 204
2018
Q4 		$418K Sell
3,447
-190
-5% -$22.1K 0.01% 205
2018
Q3 		$410K Sell
3,637
-210
-5% -$24.1K 0.01% 213
2018
Q2 		$456K Sell
3,847
-1,635
-30% -$202K 0.01% 205
2018
Q1 		$690K Sell
5,482
-4,643
-46% -$586K 0.01% 188
2017
Q4 		$1.25M Hold
10,125
– – 0.02% 149
2017
Q3 		$1.23M Hold
10,125
– – 0.02% 148
2017
Q2 		$1.22M Sell
10,125
-930
-8% -$111K 0.02% 143
2017
Q1 		$1.31M Buy
11,055
+700
+7% +$81.4K 0.03% 138
2016
Q4 		$1.14M Hold
10,355
– – 0.03% 143
2016
Q3 		$1.3M Buy
10,355
+76
+0.7% +$9.68K 0.03% 140
2016
Q2 		$1.3M Hold
10,279
– – 0.03% 136
2016
Q1 		$1.21M Hold
10,279
– – 0.03% 139
2015
Q4 		$1.04M Sell
10,279
-18,440
-64% -$1.95M 0.03% 151
2015
Q3 		$3.23M Hold
28,719
– – 0.08% 103
2015
Q2 		$3.23M Buy
28,719
+44
+0.2% +$5.04K 0.08% 103
2015
Q1 		$3.26M Sell
28,675
-440
-2% -$51.5K 0.08% 102
2014
Q4 		$3.31M Buy
29,115
+440
+2% +$50.8K 0.08% 101
2014
Q3 		$3.33M Sell
28,675
-275
-0.9% -$33.9K 0.09% 101
2014
Q2 		$3.71M Buy
28,950
+7,756
+37% +$963K 0.1% 94
2014
Q1 		$2.62M Sell
21,194
-44
-0.2% -$5.49K 0.07% 108
2013
Q4 		$2.47M Sell
21,238
-731
-3% -$89.8K 0.07% 107
2013
Q3 		$2.82M Sell
21,969
-664
-3% -$85.3K 0.09% 105
2013
Q2 		$2.7M Buy
+22,633
New +$3.1M 0.08% 112

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GLD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, selling an estimated $1.68M and leaving 20,363 shares worth $7.5M. The position accounts for 0.07% of the portfolio, ranked #83.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 20,363 shares of SPDR Gold Trust worth $7.5M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,054 SPDR Gold Trust shares in Q2 2026, an estimated $1.68M.
  • SPDR Gold Trust made up 0.07% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #83 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SPDR Gold Trust position peaked at $10.7M in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.