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Simon Quick Advisors’s SPDR Gold Trust GLD Stock Holding History

Simon Quick Advisors’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 		$3.81M Sell
10,349
-1,673
-14% -$693K 0.15% 101
2026
Q1 		$5.17M Buy
12,022
+1,079
+10% +$483K 0.24% 70
2025
Q4 		$4.34M Buy
10,943
+541
+5% +$207K 0.19% 81
2025
Q3 		$3.7M Buy
10,402
+1,336
+15% +$426K 0.17% 89
2025
Q2 		$2.76M Buy
9,066
+1,228
+16% +$372K 0.14% 102
2025
Q1 		$2.26M Buy
7,838
+1,712
+28% +$453K 0.13% 79
2024
Q4 		$1.48M Sell
6,126
-123
-2% -$30.2K 0.09% 98
2024
Q3 		$1.52M Sell
6,249
-71
-1% -$16.3K 0.1% 98
2024
Q2 		$1.36M Buy
6,320
+71
+1% +$15.4K 0.1% 99
2024
Q1 		$1.29M Hold
6,249
– – 0.1% 107
2023
Q4 		$1.19M Buy
6,249
+167
+3% +$30.6K 0.11% 98
2023
Q3 		$1.04M Buy
6,082
+3,000
+97% +$536K 0.1% 103
2023
Q2 		$549K Sell
3,082
-715
-19% -$131K 0.05% 150
2023
Q1 		$696K Buy
3,797
+748
+25% +$132K 0.08% 126
2022
Q4 		$517K Buy
3,049
+1,349
+79% +$217K 0.06% 131
2022
Q3 		$263K Buy
1,700
+99
+6% +$15.9K 0.04% 159
2022
Q2 		$265K Sell
1,601
-168
-9% -$29.3K 0.03% 144
2022
Q1 		$320K Sell
1,769
-1,781
-50% -$312K 0.09% 81
2021
Q4 		$607K Buy
3,550
+600
+20% +$101K 0.16% 59
2021
Q3 		$484K Hold
2,950
– – 0.12% 79
2021
Q2 		$488K Hold
2,950
– – 0.13% 70
2021
Q1 		$471K Hold
2,950
– – 0.14% 66
2020
Q4 		$526K Buy
+2,950
New +$519K 0.16% 59
2020
Q2 		– Sell
-6
Closed -$1K – 466
2020
Q1 		$1K Buy
+6
New +$893 ﹤0.01% 447
2017
Q4 		– Sell
-170
Closed -$21K – 502
2017
Q3 		$21K Hold
170
– – 0.01% 357
2017
Q2 		$20K Hold
170
– – 0.01% 180
2017
Q1 		$20K Sell
170
-230
-58% -$26.7K 0.01% 211
2016
Q4 		$44K Buy
+400
New +$46.4K 0.03% 164

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

Simon Quick Advisors's GLD Position: Q2 2026 in Review

Simon Quick Advisors reduced its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, selling an estimated $693K and leaving 10,349 shares worth $3.81M. The position accounts for 0.15% of the portfolio, ranked #101.

Simon Quick Advisors first reported a position in GLD in Q4 2016 and has held it in 28 quarters since. The position peaked at $5.17M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Simon Quick Advisors held 10,349 shares of SPDR Gold Trust worth $3.81M as of Q2 2026.
  • Simon Quick Advisors sold 1,673 SPDR Gold Trust shares in Q2 2026, an estimated $693K.
  • SPDR Gold Trust made up 0.15% of Simon Quick Advisors's portfolio in Q2 2026, its #101 holding.
  • Simon Quick Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 28 quarters since.
  • Simon Quick Advisors's SPDR Gold Trust position peaked at $5.17M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.