Sendero Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Sendero 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	$3.16M	Hold	8,566	–	–	0.31%	53
2026 Q1	$3.69M	Sell	8,566 -329	-4%	-$147K	0.41%	46
2025 Q4	$3.53M	Buy	8,895 +319	+4%	+$122K	0.39%	52
2025 Q3	$3.05M	Buy	8,576 +10	+0.1%	+$3.19K	0.36%	56
2025 Q2	$2.61M	Sell	8,566 -1,891	-18%	-$573K	0.33%	59
2025 Q1	$3.01M	Sell	10,457 -2,854	-21%	-$755K	0.42%	49
2024 Q4	$3.22M	Hold	13,311	–	–	0.48%	45
2024 Q3	$3.24M	Hold	13,311	–	–	0.51%	40
2024 Q2	$2.86M	Sell	13,311 -617	-4%	-$133K	0.48%	42
2024 Q1	$2.87M	Hold	13,928	–	–	0.49%	43
2023 Q4	$2.66M	Sell	13,928 -86	-0.6%	-$15.8K	0.5%	43
2023 Q3	$2.4M	Hold	14,014	–	–	0.52%	41
2023 Q2	$2.5M	Buy	+14,014	New	+$2.58M	0.55%	42

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

Sendero Wealth Management's GLD Position: Q2 2026 in Review

Sendero Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 8,566 shares worth $3.16M. The position accounts for 0.31% of the portfolio, ranked #53.

Sendero Wealth Management first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.69M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sendero Wealth Management held 8,566 shares of SPDR Gold Trust worth $3.16M as of Q2 2026.
Sendero Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.31% of Sendero Wealth Management's portfolio in Q2 2026, its #53 holding.
Sendero Wealth Management first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's SPDR Gold Trust position peaked at $3.69M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.