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Naples Global Advisors’s SPDR Gold Trust GLD Stock Holding History

Naples Global 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 		$2.19M Buy
5,958
+117
+2% +$48.5K 0.14% 160
2026
Q1 		$2.51M Buy
5,841
+667
+13% +$299K 0.18% 140
2025
Q4 		$2.05M Sell
5,174
-30
-0.6% -$11.5K 0.15% 159
2025
Q3 		$1.85M Hold
5,204
– – 0.14% 170
2025
Q2 		$1.59M Hold
5,204
– – 0.14% 175
2025
Q1 		$1.5M Hold
5,204
– – 0.14% 178
2024
Q4 		$1.26M Sell
5,204
-20
-0.4% -$4.92K 0.12% 191
2024
Q3 		$1.27M Buy
5,224
+365
+8% +$83.6K 0.12% 194
2024
Q2 		$1.04M Hold
4,859
– – 0.1% 214
2024
Q1 		$1,000K Buy
4,859
+3,114
+178% +$598K 0.1% 218
2023
Q4 		$334K Hold
1,745
– – 0.04% 333
2023
Q3 		$299K Hold
1,745
– – 0.04% 337
2023
Q2 		$311K Sell
1,745
-25
-1% -$4.59K 0.04% 338
2023
Q1 		$324K Hold
1,770
– – 0.04% 328
2022
Q4 		$300K Hold
1,770
– – 0.04% 327
2022
Q3 		$274K Sell
1,770
-10
-0.6% -$1.61K 0.04% 327
2022
Q2 		$300K Hold
1,780
– – 0.04% 319
2022
Q1 		$322K Hold
1,780
– – 0.04% 327
2021
Q4 		$304K Hold
1,780
– – 0.04% 340
2021
Q3 		$292K Hold
1,780
– – 0.04% 334
2021
Q2 		$295K Hold
1,780
– – 0.04% 329
2021
Q1 		$285K Buy
1,780
+25
+1% +$4.2K 0.04% 316
2020
Q4 		$313K Hold
1,755
– – 0.05% 293
2020
Q3 		$311K Buy
1,755
+10
+0.6% +$1.8K 0.06% 276
2020
Q2 		$292K Hold
1,745
– – 0.06% 280
2020
Q1 		$258K Buy
+1,745
New +$260K 0.07% 269

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

Naples Global Advisors's GLD Position: Q2 2026 in Review

Naples Global Advisors increased its SPDR Gold Trust (GLD) stake by 2% in Q2 2026, buying an estimated $48.5K and bringing the position to 5,958 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #160.

Naples Global Advisors first reported a position in GLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.51M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Naples Global Advisors held 5,958 shares of SPDR Gold Trust worth $2.19M as of Q2 2026.
  • Naples Global Advisors bought 117 SPDR Gold Trust shares in Q2 2026, an estimated $48.5K.
  • SPDR Gold Trust made up 0.14% of Naples Global Advisors's portfolio in Q2 2026, its #160 holding.
  • Naples Global Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Naples Global Advisors's SPDR Gold Trust position peaked at $2.51M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.