MLA
GLD icon

MB, Levis & Associates’s SPDR Gold Trust GLD Stock Holding History

MB, Levis & Associates’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 		$55.3K Hold
150
– – 0.02% 101
2026
Q1 		$64.5K Hold
150
– – 0.03% 96
2025
Q4 		$59.4K Hold
150
– – 0.03% 100
2025
Q3 		$53.3K Sell
150
-56
-27% -$17.8K 0.02% 102
2025
Q2 		$62.8K Hold
206
– – 0.03% 111
2025
Q1 		$59.4K Hold
206
– – 0.03% 110
2024
Q4 		$49.9K Hold
206
– – 0.03% 117
2024
Q3 		$50.1K Hold
206
– – 0.02% 121
2024
Q2 		$44.3K Hold
206
– – 0.02% 119
2024
Q1 		$42.4K Hold
206
– – 0.02% 121
2023
Q4 		$39.4K Hold
206
– – 0.02% 125
2023
Q3 		$35.3K Hold
206
– – 0.02% 130
2023
Q2 		$36.7K Hold
206
– – 0.02% 134
2023
Q1 		$37.7K Hold
206
– – 0.03% 128
2022
Q4 		$34.9K Buy
+206
New +$33.2K 0.03% 124

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MB, Levis & Associates's GLD Position: Q2 2026 in Review

MB, Levis & Associates held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 150 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #101.

MB, Levis & Associates first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.5K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • MB, Levis & Associates held 150 shares of SPDR Gold Trust worth $55.3K as of Q2 2026.
  • MB, Levis & Associates left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #101 holding.
  • MB, Levis & Associates first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's SPDR Gold Trust position peaked at $64.5K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.