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Millstone Evans Group’s SPDR Gold Trust GLD Stock Holding History

Millstone Evans Group’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 		$131K Sell
355
-205
-37% -$84.9K 0.07% 203
2026
Q1 		$241K Hold
560
– – 0.14% 118
2025
Q4 		$222K Sell
560
-115
-17% -$43.9K 0.13% 130
2025
Q3 		$240K Sell
675
-288
-30% -$91.8K 0.15% 107
2025
Q2 		$294K Buy
963
+493
+105% +$149K 0.2% 94
2025
Q1 		$135K Hold
470
– – 0.09% 158
2024
Q4 		$114K Buy
+470
New +$115K 0.08% 175

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

Millstone Evans Group's GLD Position: Q2 2026 in Review

Millstone Evans Group reduced its SPDR Gold Trust (GLD) stake by 37% in Q2 2026, selling an estimated $84.9K and leaving 355 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #203.

Millstone Evans Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q2 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Millstone Evans Group held 355 shares of SPDR Gold Trust worth $131K as of Q2 2026.
  • Millstone Evans Group sold 205 SPDR Gold Trust shares in Q2 2026, an estimated $84.9K.
  • SPDR Gold Trust made up 0.07% of Millstone Evans Group's portfolio in Q2 2026, its #203 holding.
  • Millstone Evans Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's SPDR Gold Trust position peaked at $294K in Q2 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.