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

Secure 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	$1.98M	Sell	5,382 -661	-11%	-$274K	0.28%	96
2026 Q1	$2.6M	Buy	6,043 +37	+0.6%	+$16.6K	0.41%	66
2025 Q4	$2.38M	Buy	6,006 +97	+2%	+$37K	0.37%	71
2025 Q3	$2.1M	Buy	5,909 +281	+5%	+$89.5K	0.35%	76
2025 Q2	$1.72M	Sell	5,628 -615	-10%	-$186K	0.32%	82
2025 Q1	$1.8M	Buy	6,243 +694	+13%	+$184K	0.36%	90
2024 Q4	$1.34M	Buy	5,549 +273	+5%	+$67.1K	0.2%	114
2024 Q3	$1.28M	Buy	5,276 +79	+2%	+$18.1K	0.22%	114
2024 Q2	$1.12M	Buy	5,197 +2,650	+104%	+$573K	0.21%	111
2024 Q1	$524K	Buy	2,547 +700	+38%	+$134K	0.12%	129
2023 Q4	$353K	Buy	1,847 +284	+18%	+$52K	0.09%	153
2023 Q3	$268K	Buy	+1,563	New	+$279K	0.08%	181
2020 Q3	–	Sell	-4,271	Closed	-$715K	–	152
2020 Q2	$715K	Buy	+4,271	New	+$689K	0.5%	52
2020 Q1	–	Sell	-1,522	Closed	-$217K	–	129
2019 Q4	$217K	Buy	+1,522	New	+$213K	0.15%	140

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

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

Secure Asset Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, selling an estimated $274K and leaving 5,382 shares worth $1.98M. The position accounts for 0.28% of the portfolio, ranked #96.

Secure Asset Management first reported a position in GLD in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.6M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Secure Asset Management held 5,382 shares of SPDR Gold Trust worth $1.98M as of Q2 2026.
Secure Asset Management sold 661 SPDR Gold Trust shares in Q2 2026, an estimated $274K.
SPDR Gold Trust made up 0.28% of Secure Asset Management's portfolio in Q2 2026, its #96 holding.
Secure Asset Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 14 quarters since.
Secure Asset Management's SPDR Gold Trust position peaked at $2.6M in Q1 2026.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.