Security National Bank’s SPDR Gold Trust GLD Stock Holding History

Security National Bank’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	$50.5K	Hold	137	–	–	0.01%	249
2026 Q1	$59K	Hold	137	–	–	0.01%	224
2025 Q4	$54.3K	Hold	137	–	–	0.01%	232
2025 Q3	$48.7K	Hold	137	–	–	0.01%	244
2025 Q2	$41.8K	Hold	137	–	–	0.01%	227
2025 Q1	$39.5K	Hold	137	–	–	0.01%	230
2024 Q4	$33.2K	Hold	137	–	–	﹤0.01%	232
2024 Q3	$33.3K	Hold	137	–	–	﹤0.01%	217
2024 Q2	$29.5K	Hold	137	–	–	﹤0.01%	220
2024 Q1	$28.2K	Buy	+137	New	+$26.3K	﹤0.01%	216

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

Security National Bank's GLD Position: Q2 2026 in Review

Security National Bank held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 137 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #249.

Security National Bank first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $59K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Security National Bank held 137 shares of SPDR Gold Trust worth $50.5K as of Q2 2026.
Security National Bank left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.01% of Security National Bank's portfolio in Q2 2026, its #249 holding.
Security National Bank first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Security National Bank's SPDR Gold Trust position peaked at $59K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.