Satovsky Asset Management’s SPDR Gold Trust GLD Stock Holding History

Satovsky Asset 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	$407K	Hold	1,106	–	–	0.06%	45
2026 Q1	$476K	Sell	1,106 -12	-1%	-$5.37K	0.08%	35
2025 Q4	$443K	Sell	1,118 -36	-3%	-$13.7K	0.09%	33
2025 Q3	$410K	Hold	1,154	–	–	0.08%	34
2025 Q2	$352K	Hold	1,154	–	–	0.07%	34
2025 Q1	$332K	Hold	1,154	–	–	0.07%	35
2024 Q4	$279K	Buy	1,154 +30	+3%	+$7.37K	0.06%	37
2024 Q3	$273K	Hold	1,124	–	–	0.06%	38
2024 Q2	$242K	Hold	1,124	–	–	0.06%	37
2024 Q1	$231K	Hold	1,124	–	–	0.07%	42
2023 Q4	$215K	Buy	+1,124	New	+$206K	0.07%	46
2023 Q3	–	Sell	-1,148	Closed	-$205K	–	42
2023 Q2	$205K	Hold	1,148	–	–	0.07%	44
2023 Q1	$210K	Buy	+1,148	New	+$202K	0.08%	38
2022 Q2	–	Sell	-1,140	Closed	-$206K	–	37
2022 Q1	$206K	Sell	1,140 -237	-17%	-$41.6K	0.14%	35
2021 Q4	$235K	Hold	1,377	–	–	0.16%	28
2021 Q3	$226K	Hold	1,377	–	–	0.17%	25
2021 Q2	$228K	Hold	1,377	–	–	0.17%	27
2021 Q1	$220K	Hold	1,377	–	–	0.19%	25
2020 Q4	$246K	Buy	+1,377	New	+$242K	0.23%	21

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Satovsky Asset Management's GLD Position: Q2 2026 in Review

Satovsky Asset Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,106 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #45.

Satovsky Asset Management first reported a position in GLD in Q4 2020 and has held it in 19 quarters since. The position peaked at $476K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Satovsky Asset Management held 1,106 shares of SPDR Gold Trust worth $407K as of Q2 2026.
Satovsky Asset Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.06% of Satovsky Asset Management's portfolio in Q2 2026, its #45 holding.
Satovsky Asset Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 19 quarters since.
Satovsky Asset Management's SPDR Gold Trust position peaked at $476K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.