Sittner & Nelson’s SPDR Gold Trust GLD Stock Holding History

Sittner & Nelson’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	$145K	Hold	394	–	–	0.05%	207
2026 Q1	$170K	Hold	394	–	–	0.06%	182
2025 Q4	$179K	Buy	394 +99	+34%	+$37.8K	0.06%	176
2025 Q3	$105K	Hold	295	–	–	0.04%	198
2025 Q2	$89.9K	Buy	295 +20	+7%	+$6.06K	0.04%	198
2025 Q1	$79.2K	Hold	275	–	–	0.03%	200
2024 Q4	$66.6K	Hold	275	–	–	0.03%	201
2024 Q3	$66.8K	Hold	275	–	–	0.03%	206
2024 Q2	$59.1K	Sell	275 -2,095	-88%	-$453K	0.03%	194
2024 Q1	$488K	Hold	2,370	–	–	0.25%	68
2023 Q4	$453K	Hold	2,370	–	–	0.24%	67
2023 Q3	$406K	Hold	2,370	–	–	0.23%	70
2023 Q2	$423K	Hold	2,370	–	–	0.23%	72
2023 Q1	$434K	Hold	2,370	–	–	0.25%	69
2022 Q4	$402K	Hold	2,370	–	–	0.25%	76
2022 Q3	$367K	Hold	2,370	–	–	0.25%	71
2022 Q2	$399K	Buy	2,370 +800	+51%	+$140K	0.26%	68
2022 Q1	$284K	Hold	1,570	–	–	0.16%	87
2021 Q4	$268K	Hold	1,570	–	–	0.16%	88
2021 Q3	$258K	Hold	1,570	–	–	0.17%	84
2021 Q2	$260K	Hold	1,570	–	–	0.18%	77
2021 Q1	$251K	Hold	1,570	–	–	0.19%	77
2020 Q4	$280K	Buy	+1,570	New	+$276K	0.25%	71

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

Sittner & Nelson's GLD Position: Q2 2026 in Review

Sittner & Nelson held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 394 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #207.

Sittner & Nelson first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $488K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sittner & Nelson held 394 shares of SPDR Gold Trust worth $145K as of Q2 2026.
Sittner & Nelson left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.05% of Sittner & Nelson's portfolio in Q2 2026, its #207 holding.
Sittner & Nelson first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's SPDR Gold Trust position peaked at $488K in Q1 2024.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.