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Lugano Financial Advisors SA (LFA)’s SPDR Gold Trust GLD Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$8.15M Sell
22,496
-8,889
-28% -$3.68M 4.9% 3
2026
Q1 		$13.5M Buy
31,385
+1
+0% +$448 6.87% 3
2025
Q4 		$12.4M Buy
31,384
+746
+2% +$285K 6.42% 3
2025
Q3 		$10.9M Buy
30,638
+1,841
+6% +$587K 5.74% 4
2025
Q2 		$8.78M Buy
28,797
+1,532
+6% +$464K 5.2% 4
2025
Q1 		$7.86M Sell
27,265
-101
-0.4% -$26.7K 5.34% 2
2024
Q4 		$6.63M Buy
27,366
+540
+2% +$133K 4.33% 3
2024
Q3 		$6.52M Buy
26,826
+903
+3% +$207K 4.43% 2
2024
Q2 		$5.57M Buy
25,923
+6
+0% +$1.3K 4.25% 2
2024
Q1 		$5.33M Buy
25,917
+1,363
+6% +$262K 3.88% 3
2023
Q4 		$4.69M Buy
24,554
+1,786
+8% +$327K 3.69% 3
2023
Q3 		$3.9M Sell
22,768
-137
-0.6% -$24.5K 3.34% 8
2023
Q2 		$4.08M Buy
22,905
+3,293
+17% +$605K 2.72% 11
2023
Q1 		$3.59M Sell
19,612
-448
-2% -$78.8K 2.72% 14
2022
Q4 		$3.4M Sell
20,060
-1,068
-5% -$172K 2.52% 13
2022
Q3 		$3.27M Sell
21,128
-719
-3% -$116K 2.57% 13
2022
Q2 		$3.68M Sell
21,847
-10,335
-32% -$1.8M 2.57% 13
2022
Q1 		$5.81M Sell
32,182
-18,516
-37% -$3.25M 3.89% 7
2021
Q4 		$8.67M Sell
50,698
-20,164
-28% -$3.39M 5% 5
2021
Q3 		$11.6M Buy
70,862
+338
+0.5% +$56.6K 7.64% 2
2021
Q2 		$11.7M Buy
70,524
+794
+1% +$135K 7.35% 2
2021
Q1 		$11.2M Buy
69,730
+60,658
+669% +$10.2M 7.8% 1
2020
Q4 		$1.62M Buy
9,072
+376
+4% +$66.2K 1.25% 23
2020
Q3 		$1.61M Hold
8,696
– – 1.49% 19
2020
Q2 		$1.45M Sell
8,696
-20,566
-70% -$3.32M 1.53% 19
2020
Q1 		$4.37M Sell
29,262
-5,031
-15% -$749K 3.93% 6
2019
Q4 		$4.9M Buy
+34,293
New +$4.79M 3.58% 7
2019
Q2 		$5.32M Buy
39,978
+962
+2% +$119K 3.3% 9
2019
Q1 		$4.76M Buy
39,016
+38,136
+4,334% +$4.7M 2.85% 10
2018
Q4 		$99K Hold
880
– – 0.07% 110
2018
Q3 		$99K Buy
+880
New +$101K 0.07% 110

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

Lugano Financial Advisors SA (LFA)'s GLD Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $3.68M and leaving 22,496 shares worth $8.15M. The position accounts for 4.9% of the portfolio, ranked #3.

Lugano Financial Advisors SA (LFA) first reported a position in GLD in Q3 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 22,496 shares of SPDR Gold Trust worth $8.15M as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) sold 8,889 SPDR Gold Trust shares in Q2 2026, an estimated $3.68M.
  • SPDR Gold Trust made up 4.9% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #3 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 31 quarters since.
  • Lugano Financial Advisors SA (LFA)'s SPDR Gold Trust position peaked at $13.5M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.