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Safe Harbor Fiduciary’s SPDR Gold Trust GLD Stock Holding History

Safe Harbor Fiduciary’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 		$724K Sell
1,965
-762
-28% -$316K 0.56% 38
2026
Q1 		$1.17M Buy
2,727
+197
+8% +$88.2K 1.12% 33
2025
Q4 		$1M Buy
+2,530
New +$966K 0.89% 35
2025
Q2 		$713K Sell
2,339
-862
-27% -$261K 0.67% 34
2025
Q1 		$922K Hold
3,201
– – 0.95% 29
2024
Q4 		$775K Sell
3,201
-63
-2% -$15.5K 0.79% 27
2024
Q3 		$793K Buy
+3,264
New +$747K 0.74% 27

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

Safe Harbor Fiduciary's GLD Position: Q2 2026 in Review

Safe Harbor Fiduciary reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $316K and leaving 1,965 shares worth $724K. The position accounts for 0.56% of the portfolio, ranked #38.

Safe Harbor Fiduciary first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Safe Harbor Fiduciary held 1,965 shares of SPDR Gold Trust worth $724K as of Q2 2026.
  • Safe Harbor Fiduciary sold 762 SPDR Gold Trust shares in Q2 2026, an estimated $316K.
  • SPDR Gold Trust made up 0.56% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #38 holding.
  • Safe Harbor Fiduciary first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Safe Harbor Fiduciary's SPDR Gold Trust position peaked at $1.17M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.