Private Client Services’s SPDR Gold Trust GLD Stock Holding History

Private Client Services’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	$1.39M	Sell	3,763 -796	-17%	-$330K	0.36%	60
2026 Q1	$1.96M	Buy	4,559 +19	+0.4%	+$8.51K	0.59%	42
2025 Q4	$1.8M	Sell	4,540 -1	-0%	-$382	0.56%	44
2025 Q3	$1.61M	Sell	4,541 -535	-11%	-$170K	0.54%	44
2025 Q2	$1.55M	Buy	5,076 +502	+11%	+$152K	0.6%	45
2025 Q1	$1.32M	Sell	4,574 -226	-5%	-$59.8K	0.65%	41
2024 Q4	$1.16M	Buy	4,800 +240	+5%	+$59K	0.62%	46
2024 Q3	$1.11M	Sell	4,560 -212	-4%	-$48.5K	0.6%	45
2024 Q2	$1.03M	Sell	4,772 -56	-1%	-$12.1K	0.64%	43
2024 Q1	$993K	Buy	4,828 +587	+14%	+$113K	0.67%	46
2023 Q4	$811K	Buy	+4,241	New	+$777K	0.67%	42

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Private Client Services's GLD Position: Q2 2026 in Review

Private Client Services reduced its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, selling an estimated $330K and leaving 3,763 shares worth $1.39M. The position accounts for 0.36% of the portfolio, ranked #60.

Private Client Services first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Private Client Services held 3,763 shares of SPDR Gold Trust worth $1.39M as of Q2 2026.
Private Client Services sold 796 SPDR Gold Trust shares in Q2 2026, an estimated $330K.
SPDR Gold Trust made up 0.36% of Private Client Services's portfolio in Q2 2026, its #60 holding.
Private Client Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Private Client Services's SPDR Gold Trust position peaked at $1.96M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.