RSWM
GLD icon

Robertson Stephens Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Robertson Stephens Wealth 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 		$34M Buy
92,399
+23,095
+33% +$9.57M 0.84% 23
2026
Q1 		$29.8M Buy
69,304
+3,072
+5% +$1.38M 0.84% 22
2025
Q4 		$26.2M Buy
66,232
+19,214
+41% +$7.34M 0.68% 26
2025
Q3 		$16.7M Buy
47,018
+6,979
+17% +$2.22M 0.5% 37
2025
Q2 		$12.2M Sell
40,039
-13,058
-25% -$3.95M 0.39% 51
2025
Q1 		$15.3M Buy
53,097
+47,451
+840% +$12.5M 0.53% 37
2024
Q4 		$1.37M Sell
5,646
-532
-9% -$131K 0.05% 230
2024
Q3 		$1.5M Buy
6,178
+1,029
+20% +$236K 0.05% 230
2024
Q2 		$1.11M Buy
5,149
+543
+12% +$117K 0.06% 212
2024
Q1 		$948K Buy
4,606
+236
+5% +$45.3K 0.05% 240
2023
Q4 		$835K Hold
4,370
– – 0.05% 241
2023
Q3 		$749K Buy
4,370
+249
+6% +$44.5K 0.05% 243
2023
Q2 		$735K Sell
4,121
-448
-10% -$82.3K 0.05% 226
2023
Q1 		$837K Sell
4,569
-1,058
-19% -$186K 0.06% 217
2022
Q4 		$955K Sell
5,627
-300
-5% -$48.3K 0.09% 181
2022
Q3 		$916K Hold
5,927
– – 0.1% 161
2022
Q2 		$998K Sell
5,927
-4,200
-41% -$733K 0.09% 159
2022
Q1 		$1.83M Buy
10,127
+2,501
+33% +$439K 0.15% 120
2021
Q4 		$1.3M Buy
7,626
+3,441
+82% +$578K 0.11% 152
2021
Q3 		$687K Sell
4,185
-1,125
-21% -$188K 0.08% 163
2021
Q2 		$879K Buy
5,310
+500
+10% +$85K 0.11% 139
2021
Q1 		$769K Buy
4,810
+2,610
+119% +$439K 0.12% 130
2020
Q4 		$392K Sell
2,200
-250
-10% -$44K 0.08% 157
2020
Q3 		$433K Buy
2,450
+100
+4% +$18K 0.11% 149
2020
Q2 		$393K Buy
+2,350
New +$379K 0.11% 126

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robertson Stephens Wealth Management's GLD Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its SPDR Gold Trust (GLD) stake by 33% in Q2 2026, buying an estimated $9.57M and bringing the position to 92,399 shares worth $34M. The position accounts for 0.84% of the portfolio, ranked #23.

Robertson Stephens Wealth Management first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Robertson Stephens Wealth Management held 92,399 shares of SPDR Gold Trust worth $34M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 23,095 SPDR Gold Trust shares in Q2 2026, an estimated $9.57M.
  • SPDR Gold Trust made up 0.84% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Robertson Stephens Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.