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Perennial Advisors’s SPDR Gold Trust GLD Stock Holding History

Perennial 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 		$17.2M Buy
46,582
+3,194
+7% +$1.32M 2.64% 9
2026
Q1 		$18.7M Sell
43,388
-49
-0.1% -$21.9K 3.18% 8
2025
Q4 		$17.2M Buy
43,437
+635
+1% +$243K 2.89% 10
2025
Q3 		$15.2M Sell
42,802
-252
-0.6% -$80.3K 2.64% 10
2025
Q2 		$13.1M Sell
43,054
-510
-1% -$154K 2.44% 13
2025
Q1 		$12.6M Sell
43,564
-700
-2% -$185K 2.5% 13
2024
Q4 		$10.7M Buy
+44,264
New +$10.9M 2.33% 14
2024
Q2 		$9.23M Buy
42,943
+307
+0.7% +$66.4K 2.07% 14
2024
Q1 		$8.77M Buy
42,636
+9,956
+30% +$1.91M 2.04% 14
2023
Q4 		$6.25M Buy
32,680
+499
+2% +$91.5K 1.54% 25
2023
Q3 		$5.52M Buy
32,181
+291
+0.9% +$52K 1.49% 26
2023
Q2 		$5.69M Sell
31,890
-287
-0.9% -$52.7K 1.45% 28
2023
Q1 		$5.9M Sell
32,177
-14,649
-31% -$2.58M 1.69% 24
2022
Q4 		$7.94M Sell
46,826
-3,418
-7% -$551K 2.53% 9
2022
Q3 		$7.77M Buy
50,244
+722
+1% +$116K 2.55% 9
2022
Q2 		$8.34M Buy
49,522
+402
+0.8% +$70.2K 2.6% 9
2022
Q1 		$8.87M Buy
49,120
+1,816
+4% +$319K 2.35% 11
2021
Q4 		$8.09M Buy
47,304
+1,848
+4% +$310K 2.18% 14
2021
Q3 		$7.46M Buy
45,456
+1,070
+2% +$179K 2.2% 17
2021
Q2 		$7.35M Buy
44,386
+1,822
+4% +$310K 2.13% 18
2021
Q1 		$6.81M Sell
42,564
-5
-0% -$840 2.14% 17
2020
Q4 		$7.59M Sell
42,569
-395
-0.9% -$69.6K 2.67% 8
2020
Q3 		$7.61M Buy
42,964
+1,086
+3% +$195K 3.11% 6
2020
Q2 		$7.01M Buy
41,878
+2,818
+7% +$455K 2.98% 7
2020
Q1 		$5.78M Buy
39,060
+1,934
+5% +$288K 3.22% 5
2019
Q4 		$5.3M Buy
37,126
+863
+2% +$121K 2.55% 10
2019
Q3 		$5.04M Buy
36,263
+613
+2% +$85.2K 2.61% 9
2019
Q2 		$4.75M Buy
35,650
+967
+3% +$120K 2.53% 11
2019
Q1 		$4.23M Buy
34,683
+1,880
+6% +$232K 2.41% 10
2018
Q4 		$3.98M Sell
32,803
-710
-2% -$82.5K 2.57% 9
2018
Q3 		$3.78M Sell
33,513
-182
-0.5% -$20.9K 2.18% 13
2018
Q2 		$4M Buy
33,695
+2,478
+8% +$307K 2.46% 10
2018
Q1 		$3.93M Sell
31,217
-1,555
-5% -$196K 2.48% 8
2017
Q4 		$4.05M Sell
32,772
-2,036
-6% -$247K 2.52% 7
2017
Q3 		$4.23M Buy
34,808
+4,128
+13% +$502K 2.86% 4
2017
Q2 		$3.62M Sell
30,680
-966
-3% -$116K 2.63% 5
2017
Q1 		$3.76M Buy
31,646
+5,691
+22% +$662K 2.89% 4
2016
Q4 		$2.85M Buy
+25,955
New +$3.01M 2.36% 11

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Perennial Advisors's GLD Position: Q2 2026 in Review

Perennial Advisors increased its SPDR Gold Trust (GLD) stake by 7.4% in Q2 2026, buying an estimated $1.32M and bringing the position to 46,582 shares worth $17.2M. The position accounts for 2.64% of the portfolio, ranked #9.

Perennial Advisors first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.7M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Perennial Advisors held 46,582 shares of SPDR Gold Trust worth $17.2M as of Q2 2026.
  • Perennial Advisors bought 3,194 SPDR Gold Trust shares in Q2 2026, an estimated $1.32M.
  • SPDR Gold Trust made up 2.64% of Perennial Advisors's portfolio in Q2 2026, its #9 holding.
  • Perennial Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • Perennial Advisors's SPDR Gold Trust position peaked at $18.7M in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.