OneAscent Family Office’s SPDR Gold Trust GLD Stock Holding History

OneAscent Family Office’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	$541K	Sell	1,468 -43	-3%	-$17.8K	0.27%	82
2026 Q1	$650K	Buy	1,511 +38	+3%	+$17K	0.45%	50
2025 Q4	$584K	Sell	1,473 -42	-3%	-$16K	0.4%	60
2025 Q3	$539K	Sell	1,515 -283	-16%	-$90.2K	0.44%	56
2025 Q2	$548K	Buy	1,798 +415	+30%	+$126K	0.52%	46
2025 Q1	$398K	Sell	1,383 -370	-21%	-$97.8K	0.37%	82
2024 Q4	$424K	Buy	+1,753	New	+$431K	0.77%	30

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OneAscent Family Office's GLD Position: Q2 2026 in Review

OneAscent Family Office reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, selling an estimated $17.8K and leaving 1,468 shares worth $541K. The position accounts for 0.27% of the portfolio, ranked #82.

OneAscent Family Office first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $650K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

OneAscent Family Office held 1,468 shares of SPDR Gold Trust worth $541K as of Q2 2026.
OneAscent Family Office sold 43 SPDR Gold Trust shares in Q2 2026, an estimated $17.8K.
SPDR Gold Trust made up 0.27% of OneAscent Family Office's portfolio in Q2 2026, its #82 holding.
OneAscent Family Office first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's SPDR Gold Trust position peaked at $650K in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.