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Milestones Private Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Milestones Private Investment 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 		$1.42M Sell
3,849
-1
-0% -$414 1.13% 24
2026
Q1 		$1.66M Sell
3,850
-1,701
-31% -$762K 1.46% 26
2025
Q4 		$2.2M Sell
5,551
-22
-0.4% -$8.4K 1.51% 24
2025
Q3 		$1.98M Buy
5,573
+1,255
+29% +$400K 1.35% 25
2025
Q2 		$1.32M Buy
+4,318
New +$1.31M 0.97% 33

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Milestones Private Investment Advisors's GLD Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 0.03% in Q2 2026, selling an estimated $414 and leaving 3,849 shares worth $1.42M. The position accounts for 1.13% of the portfolio, ranked #24.

Milestones Private Investment Advisors first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Milestones Private Investment Advisors held 3,849 shares of SPDR Gold Trust worth $1.42M as of Q2 2026.
  • Milestones Private Investment Advisors sold 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
  • SPDR Gold Trust made up 1.13% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Milestones Private Investment Advisors first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's SPDR Gold Trust position peaked at $2.2M in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.