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Miller Financial Services’s SPDR Gold Trust GLD Stock Holding History

Miller Financial Services’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 		– Sell
-511
Closed -$220K – 146
2026
Q1 		$220K Buy
+511
New +$229K 0.24% 101
2025
Q4 		– Sell
-771
Closed -$274K – 118
2025
Q3 		$274K Hold
771
– – 0.32% 86
2025
Q2 		$235K Sell
771
-14
-2% -$4.24K 0.3% 89
2025
Q1 		$226K Sell
785
-4,243
-84% -$1.12M 0.33% 80
2024
Q4 		$1.22M Buy
+5,028
New +$1.24M 1.03% 27

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

Miller Financial Services's GLD Position: Q2 2026 in Review

Miller Financial Services sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 511 shares — an estimated $220K sold.

Miller Financial Services first reported a position in GLD in Q4 2024 and held it in 5 quarters. The position peaked at $1.22M in Q4 2024. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Miller Financial Services reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Miller Financial Services sold 511 SPDR Gold Trust shares in Q2 2026, an estimated $220K.
  • Miller Financial Services first reported a position in SPDR Gold Trust in Q4 2024 and held it in 5 quarters.
  • Miller Financial Services's SPDR Gold Trust position peaked at $1.22M in Q4 2024.
  • 3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.