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Naviter Wealth’s SPDR Gold Trust GLD Stock Holding History

Naviter Wealth’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 		$511K Buy
+1,388
New +$575K 0.05% 219
2022
Q3 		– Sell
-1,200
Closed -$202K – 190
2022
Q2 		$202K Hold
1,200
– – 0.08% 176
2022
Q1 		$217K Sell
1,200
-3,310
-73% -$581K 0.07% 88
2021
Q4 		$771K Buy
+4,510
New +$757K 0.23% 66

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

Naviter Wealth's GLD Position: Q2 2026 in Review

Naviter Wealth opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 1,388 shares worth $511K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in GLD as recently as Q2 2022.

Naviter Wealth first reported a position in GLD in Q4 2021 and has held it in 4 quarters since. The position peaked at $771K in Q4 2021. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Naviter Wealth held 1,388 shares of SPDR Gold Trust worth $511K as of Q2 2026.
  • SPDR Gold Trust was a new Naviter Wealth position in Q2 2026.
  • SPDR Gold Trust made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #219 holding.
  • Naviter Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • Naviter Wealth's SPDR Gold Trust position peaked at $771K in Q4 2021.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.