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LVW Advisors’s SPDR Gold Trust GLD Stock Holding History

LVW Advisors’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 		$1.67M Buy
4,540
+1,862
+70% +$771K 0.14% 86
2026
Q1 		$1.15M Buy
2,678
+1,204
+82% +$539K 0.11% 102
2025
Q4 		$584K Sell
1,474
-362
-20% -$138K 0.06% 171
2025
Q3 		$653K Buy
1,836
+540
+42% +$172K 0.07% 154
2025
Q2 		$395K Buy
1,296
+560
+76% +$170K 0.04% 221
2025
Q1 		$212K Buy
+736
New +$195K 0.03% 291
2022
Q3 		– Sell
-3,051
Closed -$514K – 226
2022
Q2 		$514K Buy
3,051
+20
+0.7% +$3.49K 0.1% 133
2022
Q1 		$548K Sell
3,031
-791
-21% -$139K 0.09% 136
2021
Q4 		$653K Buy
3,822
+6
+0.2% +$1.01K 0.11% 126
2021
Q3 		$627K Hold
3,816
– – 0.11% 135
2021
Q2 		$632K Sell
3,816
-3
-0.1% -$510 0.11% 128
2021
Q1 		$611K Sell
3,819
-318
-8% -$53.4K 0.12% 126
2020
Q4 		$738K Sell
4,137
-162
-4% -$28.5K 0.15% 85
2020
Q3 		$761K Buy
4,299
+924
+27% +$166K 0.17% 81
2020
Q2 		$565K Buy
+3,375
New +$544K 0.14% 92
2020
Q1 		– Sell
-3,564
Closed -$509K – 180
2019
Q4 		$509K Buy
+3,564
New +$498K 0.12% 102
2016
Q2 		– Sell
-2,110
Closed -$248K – 139
2016
Q1 		$248K Buy
+2,110
New +$239K 0.08% 129
2015
Q3 		– Sell
-9,862
Closed -$1.11M – 148
2015
Q2 		$1.11M Buy
9,862
+7,977
+423% +$913K 0.47% 50
2015
Q1 		$214K Hold
1,885
– – 0.1% 141
2014
Q4 		$214K Buy
+1,885
New +$218K 0.12% 145

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

LVW Advisors's GLD Position: Q2 2026 in Review

LVW Advisors increased its SPDR Gold Trust (GLD) stake by 70% in Q2 2026, buying an estimated $771K and bringing the position to 4,540 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #86.

LVW Advisors first reported a position in GLD in Q4 2014 and has held it in 20 quarters since. 1,256 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LVW Advisors held 4,540 shares of SPDR Gold Trust worth $1.67M as of Q2 2026.
  • LVW Advisors bought 1,862 SPDR Gold Trust shares in Q2 2026, an estimated $771K.
  • SPDR Gold Trust made up 0.14% of LVW Advisors's portfolio in Q2 2026, its #86 holding.
  • LVW Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 20 quarters since.
  • 1,256 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.