SimplyRich’s SPDR Gold Trust GLD Stock Holding History

SimplyRich’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	$401K	Hold	1,089	–	–	0.09%	146
2026 Q1	$468K	Hold	1,089	–	–	0.12%	152
2025 Q4	$431K	Hold	1,089	–	–	0.11%	149
2025 Q3	$387K	Hold	1,089	–	–	0.1%	161
2025 Q2	$331K	Hold	1,089	–	–	0.09%	175
2025 Q1	$313K	Hold	1,089	–	–	0.09%	175
2024 Q4	$263K	Hold	1,089	–	–	0.08%	195
2024 Q3	$264K	Hold	1,089	–	–	0.07%	197
2024 Q2	$234K	Hold	1,089	–	–	0.07%	164
2024 Q1	$225K	Hold	1,089	–	–	0.07%	173
2023 Q4	$208K	Buy	+1,089	New	+$200K	0.07%	169

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

SimplyRich's GLD Position: Q2 2026 in Review

SimplyRich held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,089 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #146.

SimplyRich first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SimplyRich held 1,089 shares of SPDR Gold Trust worth $401K as of Q2 2026.
SimplyRich left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.09% of SimplyRich's portfolio in Q2 2026, its #146 holding.
SimplyRich first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
SimplyRich's SPDR Gold Trust position peaked at $468K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.