Operose Advisors’s SPDR Gold Trust GLD Stock Holding History

Operose 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	$242K	Buy	656 +3	+0.5%	+$1.24K	0.05%	154
2026 Q1	$281K	Hold	653	–	–	0.07%	121
2025 Q4	$259K	Buy	653 +2	+0.3%	+$764	0.06%	127
2025 Q3	$231K	Buy	651 +103	+19%	+$32.8K	0.06%	127
2025 Q2	$167K	Buy	548 +28	+5%	+$8.48K	0.05%	147
2025 Q1	$150K	Hold	520	–	–	0.05%	140
2024 Q4	$126K	Sell	520 -703	-57%	-$173K	0.04%	152
2024 Q3	$297K	Buy	+1,223	New	+$280K	0.1%	109
2024 Q2	–	Sell	-1,980	Closed	-$407K	–	591
2024 Q1	$407K	Buy	+1,980	New	+$380K	0.14%	100
2023 Q3	–	Sell	-110	Closed	-$19.6K	–	758
2023 Q2	$19.6K	Buy	+110	New	+$20.2K	0.01%	233
2023 Q1	–	Sell	-2,000	Closed	-$339K	–	364
2022 Q4	$339K	Buy	+2,000	New	+$322K	0.18%	44
2022 Q1	–	Sell	-75	Closed	-$13K	–	329
2021 Q4	$13K	Buy	+75	New	+$12.6K	0.01%	239

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

Operose Advisors's GLD Position: Q2 2026 in Review

Operose Advisors increased its SPDR Gold Trust (GLD) stake by 0.46% in Q2 2026, buying an estimated $1.24K and bringing the position to 656 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #154.

Operose Advisors first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $407K in Q1 2024. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Operose Advisors held 656 shares of SPDR Gold Trust worth $242K as of Q2 2026.
Operose Advisors bought 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
SPDR Gold Trust made up 0.05% of Operose Advisors's portfolio in Q2 2026, its #154 holding.
Operose Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
Operose Advisors's SPDR Gold Trust position peaked at $407K in Q1 2024.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.