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NewEdge Wealth’s SPDR Gold Trust GLD Stock Holding History

NewEdge 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 		$12M Buy
32,672
+7,985
+32% +$3.31M 0.12% 125
2026
Q1 		$10.6M Sell
24,687
-498
-2% -$223K 0.13% 120
2025
Q4 		$9.98M Buy
25,185
+1,091
+5% +$417K 0.11% 139
2025
Q3 		$8.83M Sell
24,094
-1,157
-5% -$369K 0.13% 132
2025
Q2 		$7.91M Buy
25,251
+2,369
+10% +$717K 0.12% 143
2025
Q1 		$6.59M Buy
22,882
+68
+0.3% +$18K 0.12% 146
2024
Q4 		$5.52M Sell
22,814
-351
-2% -$86.3K 0.1% 170
2024
Q3 		$5.63M Buy
23,165
+10,606
+84% +$2.43M 0.1% 175
2024
Q2 		$2.7M Buy
12,559
+529
+4% +$114K 0.06% 272
2024
Q1 		$2.56M Buy
12,030
+1,567
+15% +$301K 0.06% 284
2023
Q4 		$2M Sell
10,463
-626
-6% -$115K 0.05% 300
2023
Q3 		$1.9M Buy
11,089
+652
+6% +$117K 0.06% 266
2023
Q2 		$1.86M Buy
10,437
+307
+3% +$56.4K 0.06% 264
2023
Q1 		$1.86M Buy
10,130
+7,250
+252% +$1.28M 0.07% 230
2022
Q4 		$489K Sell
2,880
-850
-23% -$137K 0.02% 370
2022
Q3 		$577K Buy
+3,730
New +$600K 0.03% 333

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

NewEdge Wealth's GLD Position: Q2 2026 in Review

NewEdge Wealth increased its SPDR Gold Trust (GLD) stake by 32% in Q2 2026, buying an estimated $3.31M and bringing the position to 32,672 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #125.

NewEdge Wealth first reported a position in GLD in Q3 2022 and has held it in 16 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • NewEdge Wealth held 32,672 shares of SPDR Gold Trust worth $12M as of Q2 2026.
  • NewEdge Wealth bought 7,985 SPDR Gold Trust shares in Q2 2026, an estimated $3.31M.
  • SPDR Gold Trust made up 0.12% of NewEdge Wealth's portfolio in Q2 2026, its #125 holding.
  • NewEdge Wealth first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.