Peak Asset Management’s SPDR Gold Trust GLD Stock Holding History

Peak Asset Management’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	$313K	Hold	850	–	–	0.05%	154
2026 Q1	$366K	Hold	850	–	–	0.06%	113
2025 Q4	$337K	Sell	850 -65	-7%	-$24.8K	0.06%	121
2025 Q3	$325K	Hold	915	–	–	0.06%	118
2025 Q2	$279K	Buy	915 +30	+3%	+$9.08K	0.05%	124
2025 Q1	$255K	Sell	885 -65	-7%	-$17.2K	0.05%	126
2024 Q4	$230K	Hold	950	–	–	0.04%	139
2024 Q3	$231K	Sell	950 -175	-16%	-$40.1K	0.04%	141
2024 Q2	$242K	Buy	1,125 +130	+13%	+$28.1K	0.05%	132
2024 Q1	$205K	Buy	+995	New	+$191K	0.04%	141
2021 Q2	–	Sell	-1,353	Closed	-$216K	–	145
2021 Q1	$216K	Sell	1,353 -220	-14%	-$37K	0.05%	140
2020 Q4	$281K	Hold	1,573	–	–	0.07%	119
2020 Q3	$279K	Buy	1,573 +43	+3%	+$7.73K	0.08%	108
2020 Q2	$256K	Hold	1,530	–	–	0.08%	105
2020 Q1	$227K	Buy	+1,530	New	+$228K	0.09%	99

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

Peak Asset Management's GLD Position: Q2 2026 in Review

Peak Asset Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 850 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #154.

Peak Asset Management first reported a position in GLD in Q1 2020 and has held it in 15 quarters since. The position peaked at $366K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Peak Asset Management held 850 shares of SPDR Gold Trust worth $313K as of Q2 2026.
Peak Asset Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #154 holding.
Peak Asset Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 15 quarters since.
Peak Asset Management's SPDR Gold Trust position peaked at $366K in Q1 2026.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.