Luts & Greenleigh Group’s SPDR Gold Trust GLD Stock Holding History

Luts & Greenleigh Group’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 Q1	$1.19M	Sell	2,776 -160	-5%	-$71.7K	0.95%	25
2025 Q4	$1.16M	Buy	2,936 +194	+7%	+$74.1K	0.99%	25
2025 Q3	$975K	Buy	2,742 +288	+12%	+$91.8K	0.87%	30
2025 Q2	$748K	Sell	2,454 -2,200	-47%	-$666K	0.72%	31
2025 Q1	$1.34M	Buy	4,654 +39	+0.8%	+$10.3K	1.33%	16
2024 Q4	$1.12M	Hold	4,615	–	–	1.1%	19
2024 Q3	$1.12M	Hold	4,615	–	–	1.08%	20
2024 Q2	$992K	Buy	+4,615	New	+$998K	1.03%	21
2023 Q4	$882K	Hold	4,615	–	–	1.11%	18
2023 Q3	$791K	Hold	4,615	–	–	0.98%	22
2023 Q2	$823K	Hold	4,615	–	–	1.01%	21
2023 Q1	$846K	Sell	4,615 -1,200	-21%	-$211K	1.07%	19
2022 Q4	$986K	Buy	+5,815	New	+$937K	1.25%	18

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luts & Greenleigh Group's GLD Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q1 2026, selling an estimated $71.7K and leaving 2,776 shares worth $1.19M. The position accounts for 0.95% of the portfolio, ranked #25.

Luts & Greenleigh Group first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.34M in Q1 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Luts & Greenleigh Group held 2,776 shares of SPDR Gold Trust worth $1.19M as of Q1 2026.
Luts & Greenleigh Group sold 160 SPDR Gold Trust shares in Q1 2026, an estimated $71.7K.
SPDR Gold Trust made up 0.95% of Luts & Greenleigh Group's portfolio in Q1 2026, its #25 holding.
Luts & Greenleigh Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's SPDR Gold Trust position peaked at $1.34M in Q1 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.