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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,038 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.
  • 3,038 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.