SSA
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SSA Swiss Advisors’s SPDR Gold Trust GLD Stock Holding History

SSA Swiss 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 		$9.35M Buy
+25,372
New +$10.5M 3.51% 3
2026
Q1 		– Sell
-21,489
Closed -$8.52M – 99
2025
Q4 		$8.52M Sell
21,489
-5,323
-20% -$2.03M 3.97% 2
2025
Q3 		$9.53M Buy
26,812
+3,465
+15% +$1.1M 4.43% 2
2025
Q2 		$7.31M Sell
23,347
-754
-3% -$228K 3.52% 3
2025
Q1 		$6.94M Buy
+24,101
New +$6.37M 3.55% 5

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

SSA Swiss Advisors's GLD Position: Q2 2026 in Review

SSA Swiss Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 25,372 shares worth $9.35M. The stake represents 3.51% of the portfolio and ranks #3 among its holdings. This is a return to the name: SSA Swiss Advisors previously reported a position in GLD as recently as Q4 2025.

SSA Swiss Advisors first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.53M in Q3 2025. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SSA Swiss Advisors held 25,372 shares of SPDR Gold Trust worth $9.35M as of Q2 2026.
  • SPDR Gold Trust was a new SSA Swiss Advisors position in Q2 2026.
  • SPDR Gold Trust made up 3.51% of SSA Swiss Advisors's portfolio in Q2 2026, its #3 holding.
  • SSA Swiss Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's SPDR Gold Trust position peaked at $9.53M in Q3 2025.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.