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Richards, Merrill & Peterson’s SPDR Gold Trust GLD Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-235
Closed -$67.7K – 312
2025
Q1 		$67.7K Hold
235
– – 0.04% 224
2024
Q4 		$56.9K Buy
+235
New +$57.7K 0.03% 233

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richards, Merrill & Peterson's GLD Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 235 shares — an estimated $67.7K sold.

Richards, Merrill & Peterson first reported a position in GLD in Q4 2024 and held it in 2 quarters. The position peaked at $67.7K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 235 SPDR Gold Trust shares in Q2 2025, an estimated $67.7K.
  • Richards, Merrill & Peterson first reported a position in SPDR Gold Trust in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's SPDR Gold Trust position peaked at $67.7K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.