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LRI Investments’s SPDR Gold Trust GLD Stock Holding History

LRI Investments’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 		$790K Hold
2,145
– – 0.06% 147
2026
Q1 		$923K Buy
2,145
+30
+1% +$13.4K 0.08% 120
2025
Q4 		$838K Hold
2,115
– – 0.07% 130
2025
Q3 		$752K Sell
2,115
-200
-9% -$63.7K 0.06% 143
2025
Q2 		$706K Hold
2,315
– – 0.06% 140
2025
Q1 		$667K Hold
2,315
– – 0.06% 140
2024
Q4 		$561K Hold
2,315
– – 0.05% 130
2024
Q3 		$549K Buy
2,315
+700
+43% +$160K 0.05% 140
2024
Q2 		$347K Buy
1,615
+1,575
+3,938% +$341K 0.04% 153
2024
Q1 		$8.23K Buy
+40
New +$7.68K ﹤0.01% 544

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 $43.3B AUM 29.3% 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

LRI Investments's GLD Position: Q2 2026 in Review

LRI Investments held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,145 shares worth $790K. The position accounts for 0.06% of the portfolio, ranked #147.

LRI Investments first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $923K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LRI Investments held 2,145 shares of SPDR Gold Trust worth $790K as of Q2 2026.
  • LRI Investments left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.06% of LRI Investments's portfolio in Q2 2026, its #147 holding.
  • LRI Investments first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's SPDR Gold Trust position peaked at $923K in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.