LPL Financial
GLD icon

LPL Financial’s SPDR Gold Trust GLD Stock Holding History

LPL Financial’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
2025
Q2 		– Sell
-1,300
Closed -$375K – 5611
2025
Q1 		$375K Sell
1,300
-2,100
-62% -$555K ﹤0.01% 4416
2024
Q4 		$823K Buy
+3,400
New +$836K ﹤0.01% 3667

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's GLD Position: Q2 2026 in Review

LPL Financial reduced its SPDR Gold Trust (GLD) stake by 5.5% in Q2 2026, selling an estimated $108M and leaving 4,474,651 shares worth $1.65B. The position accounts for 0.37% of the portfolio, ranked #49.

LPL Financial first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.04B in Q1 2026. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LPL Financial held 4,474,651 shares of SPDR Gold Trust worth $1.65B as of Q2 2026.
  • LPL Financial sold 260,650 SPDR Gold Trust shares in Q2 2026, an estimated $108M.
  • SPDR Gold Trust made up 0.37% of LPL Financial's portfolio in Q2 2026, its #49 holding.
  • LPL Financial first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's SPDR Gold Trust position peaked at $2.04B in Q1 2026.
  • 3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.