LK
GLD icon

Lumbard & Kellner’s SPDR Gold Trust GLD Stock Holding History

Lumbard & Kellner’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 		$1.13M Buy
3,062
+109
+4% +$45.2K 0.34% 56
2026
Q1 		$1.27M Buy
2,953
+64
+2% +$28.7K 0.44% 48
2025
Q4 		$1.14M Buy
2,889
+9
+0.3% +$3.44K 0.4% 50
2025
Q3 		$1.02M Buy
2,880
+1,643
+133% +$524K 0.38% 53
2025
Q2 		$377K Buy
+1,237
New +$375K 0.16% 67
2023
Q3 		– Sell
-84,325
Closed -$15.3M – 57
2023
Q2 		$15.3M Buy
84,325
+1,720
+2% +$316K 8.56% 1
2023
Q1 		$15.3M Sell
82,605
-783
-0.9% -$138K 7.67% 1
2022
Q4 		$14.1M Sell
83,388
-2,358
-3% -$380K 6.93% 1
2022
Q3 		$13.3M Sell
85,746
-241
-0.3% -$38.8K 6.83% 1
2022
Q2 		$14.5M Hold
85,987
– – 7.39% 1
2022
Q1 		$15.5M Buy
85,987
+2,490
+3% +$437K 6.06% 1
2021
Q4 		$14M Buy
83,497
+43,592
+109% +$7.32M 5.29% 1
2021
Q3 		$6.55M Buy
39,905
+10,120
+34% +$1.69M 2.57% 12
2021
Q2 		$4.93M Buy
+29,785
New +$5.06M 1.91% 21

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

Lumbard & Kellner's GLD Position: Q2 2026 in Review

Lumbard & Kellner increased its SPDR Gold Trust (GLD) stake by 3.7% in Q2 2026, buying an estimated $45.2K and bringing the position to 3,062 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #56.

Lumbard & Kellner first reported a position in GLD in Q2 2021 and has held it in 14 quarters since. The position peaked at $15.5M in Q1 2022. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lumbard & Kellner held 3,062 shares of SPDR Gold Trust worth $1.13M as of Q2 2026.
  • Lumbard & Kellner bought 109 SPDR Gold Trust shares in Q2 2026, an estimated $45.2K.
  • SPDR Gold Trust made up 0.34% of Lumbard & Kellner's portfolio in Q2 2026, its #56 holding.
  • Lumbard & Kellner first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 14 quarters since.
  • Lumbard & Kellner's SPDR Gold Trust position peaked at $15.5M in Q1 2022.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.