Lotus Asset Management
GLD icon

Lotus Asset Management’s SPDR Gold Trust GLD Stock Holding History

Lotus Asset 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
Q3 		$537K Sell
1,410
-321
-19% -$126K 0.44% 21
2026
Q2 		$638K Buy
+1,731
New +$717K 0.56% 19

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PPSC Investment Service
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US Bancorp
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Commonwealth Equity Services
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PNC Financial Services Group
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AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Lotus Asset Management's GLD Position: Q3 2026 in Review

Lotus Asset Management reduced its SPDR Gold Trust (GLD) stake by 19% in Q3 2026, selling an estimated $126K and leaving 1,410 shares worth $537K. The position accounts for 0.44% of the portfolio, ranked #21.

Lotus Asset Management first reported a position in GLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $638K in Q2 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Lotus Asset Management held 1,410 shares of SPDR Gold Trust worth $537K as of Q3 2026.
  • Lotus Asset Management sold 321 SPDR Gold Trust shares in Q3 2026, an estimated $126K.
  • SPDR Gold Trust made up 0.44% of Lotus Asset Management's portfolio in Q3 2026, its #21 holding.
  • Lotus Asset Management first reported a position in SPDR Gold Trust in Q2 2026 and has held it in 2 quarters since.
  • Lotus Asset Management's SPDR Gold Trust position peaked at $638K in Q2 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Lotus Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.