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Steel Grove Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Steel Grove Capital 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 		$988K Buy
2,682
+452
+20% +$187K 0.09% 112
2026
Q1 		$960K Sell
2,230
-422
-16% -$189K 0.1% 110
2025
Q4 		$1.05M Buy
2,652
+570
+27% +$218K 0.11% 90
2025
Q3 		$635K Hold
2,082
– – 0.08% 115
2025
Q2 		$635K Sell
2,082
-8
-0.4% -$2.42K 0.08% 116
2025
Q1 		$602K Buy
2,090
+710
+51% +$188K 0.09% 103
2024
Q4 		$334K Sell
1,380
-935
-40% -$230K 0.05% 140
2024
Q3 		$567K Sell
2,315
-800
-26% -$183K 0.08% 109
2024
Q2 		$670K Sell
3,115
-770
-20% -$167K 0.09% 100
2024
Q1 		$799K Sell
3,885
-957
-20% -$184K 0.11% 99
2023
Q4 		$926K Sell
4,842
-2,006
-29% -$368K 0.13% 75
2023
Q3 		$1.17M Sell
6,848
-2,576
-27% -$461K 0.16% 83
2023
Q2 		$1.68M Sell
9,424
-252
-3% -$46.3K 0.21% 75
2023
Q1 		$1.77M Sell
9,676
-177
-2% -$31.1K 0.24% 69
2022
Q4 		$1.67M Sell
9,853
-765
-7% -$123K 0.24% 69
2022
Q3 		$1.64M Buy
+10,618
New +$1.71M 0.29% 56
2014
Q1 		– Sell
-4,712
Closed -$547K – 143
2013
Q4 		$547K Sell
4,712
-38,242
-89% -$4.7M 0.14% 86
2013
Q3 		$5.51M Sell
42,954
-10,657
-20% -$1.37M 1.55% 17
2013
Q2 		$6.39M Buy
+53,611
New +$7.34M 2.04% 14

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

Steel Grove Capital Advisors's GLD Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its SPDR Gold Trust (GLD) stake by 20% in Q2 2026, buying an estimated $187K and bringing the position to 2,682 shares worth $988K. The position accounts for 0.09% of the portfolio, ranked #112.

Steel Grove Capital Advisors first reported a position in GLD in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.39M in Q2 2013. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Steel Grove Capital Advisors held 2,682 shares of SPDR Gold Trust worth $988K as of Q2 2026.
  • Steel Grove Capital Advisors bought 452 SPDR Gold Trust shares in Q2 2026, an estimated $187K.
  • SPDR Gold Trust made up 0.09% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #112 holding.
  • Steel Grove Capital Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 19 quarters since.
  • Steel Grove Capital Advisors's SPDR Gold Trust position peaked at $6.39M in Q2 2013.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.