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Milestone Asset Management’s SPDR Gold Trust GLD Stock Holding History

Milestone Asset Management’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
Q3 		$983K Sell
2,580
-3,116
-55% -$1.22M 0.16% 136
2026
Q2 		$2.1M Sell
5,696
-6,160
-52% -$2.55M 0.33% 82
2026
Q1 		$5.1M Buy
11,856
+6,461
+120% +$2.89M 0.94% 26
2025
Q4 		$2.14M Sell
5,395
-1,289
-19% -$492K 0.4% 54
2025
Q3 		$2.38M Sell
6,684
-15,883
-70% -$5.06M 0.45% 42
2025
Q2 		$6.88M Sell
22,567
-2,616
-10% -$792K 1.45% 14
2025
Q1 		$7.26M Buy
25,183
+13,728
+120% +$3.63M 1.54% 10
2024
Q4 		$2.77M Buy
11,455
+717
+7% +$176K 0.61% 42
2024
Q3 		$2.61M Buy
10,738
+527
+5% +$121K 0.59% 38
2024
Q2 		$2.2M Buy
10,211
+7,279
+248% +$1.57M 0.55% 40
2024
Q1 		$603K Sell
2,932
-87
-3% -$16.7K 0.17% 95
2023
Q4 		$577K Buy
3,019
+154
+5% +$28.2K 0.19% 32
2023
Q3 		$486K Buy
2,865
+147
+5% +$26.3K 0.17% 36
2023
Q2 		$485K Sell
2,718
-14,993
-85% -$2.75M 0.21% 30
2023
Q1 		$3.24M Buy
17,711
+14,771
+502% +$2.6M 1.85% 12
2022
Q4 		$528K Buy
+2,940
New +$474K 0.31% 30

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Milestone Asset Management's GLD Position: Q3 2026 in Review

Milestone Asset Management reduced its SPDR Gold Trust (GLD) stake by 55% in Q3 2026, selling an estimated $1.22M and leaving 2,580 shares worth $983K. The position accounts for 0.16% of the portfolio, ranked #136.

Milestone Asset Management first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.26M in Q1 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Milestone Asset Management held 2,580 shares of SPDR Gold Trust worth $983K as of Q3 2026.
  • Milestone Asset Management sold 3,116 SPDR Gold Trust shares in Q3 2026, an estimated $1.22M.
  • SPDR Gold Trust made up 0.16% of Milestone Asset Management's portfolio in Q3 2026, its #136 holding.
  • Milestone Asset Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Milestone Asset Management's SPDR Gold Trust position peaked at $7.26M in Q1 2025.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.