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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
Q2 		$2.1M Sell
5,696
-6,160
-52% -$2.55M 0.33% 81
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

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Milestone Asset Management's GLD Position: Q2 2026 in Review

Milestone Asset Management reduced its SPDR Gold Trust (GLD) stake by 52% in Q2 2026, selling an estimated $2.55M and leaving 5,696 shares worth $2.1M. The position accounts for 0.33% of the portfolio, ranked #81.

Milestone Asset Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.26M in Q1 2025. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Milestone Asset Management held 5,696 shares of SPDR Gold Trust worth $2.1M as of Q2 2026.
  • Milestone Asset Management sold 6,160 SPDR Gold Trust shares in Q2 2026, an estimated $2.55M.
  • SPDR Gold Trust made up 0.33% of Milestone Asset Management's portfolio in Q2 2026, its #81 holding.
  • Milestone Asset Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's SPDR Gold Trust position peaked at $7.26M in Q1 2025.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.