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Steward Partners Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Steward Partners Investment Advisory’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 		$134M Sell
362,426
-262,847
-42% -$109M 0.68% 18
2026
Q1 		$269M Buy
625,273
+34,384
+6% +$15.4M 1.37% 11
2025
Q4 		$234M Sell
590,889
-32,705
-5% -$12.5M 1.28% 13
2025
Q3 		$222M Buy
623,594
+444,085
+247% +$142M 1.27% 12
2025
Q2 		$54.7M Buy
179,509
+25,988
+17% +$7.87M 0.43% 43
2025
Q1 		$44.2M Buy
153,521
+540
+0.4% +$143K 0.39% 45
2024
Q4 		$37M Buy
152,981
+2,851
+2% +$701K 0.33% 61
2024
Q3 		$36.5M Buy
150,130
+16,413
+12% +$3.76M 0.34% 58
2024
Q2 		$28.8M Buy
133,717
+10,501
+9% +$2.27M 0.3% 64
2024
Q1 		$25.3M Buy
123,216
+11,601
+10% +$2.23M 0.28% 74
2023
Q4 		$21.3M Buy
111,615
+7,894
+8% +$1.45M 0.29% 70
2023
Q3 		$17.8M Sell
103,721
-12,851
-11% -$2.3M 0.27% 77
2023
Q2 		$20.8M Buy
116,572
+3,041
+3% +$559K 0.31% 70
2023
Q1 		$20.8M Buy
113,531
+15,261
+16% +$2.69M 0.33% 66
2022
Q4 		$16.7M Sell
98,270
-186
-0.2% -$30K 0.28% 84
2022
Q3 		$15.2M Sell
98,456
-37,550
-28% -$6.04M 0.28% 78
2022
Q2 		$22.9M Buy
136,006
+9,860
+8% +$1.72M 0.42% 48
2022
Q1 		$22.8M Buy
126,146
+19,840
+19% +$3.48M 0.35% 59
2021
Q4 		$18.2M Buy
106,306
+5,872
+6% +$986K 0.28% 79
2021
Q3 		$16.5M Buy
100,434
+7,756
+8% +$1.3M 0.28% 79
2021
Q2 		$15.3M Sell
92,678
-22,232
-19% -$3.78M 0.26% 83
2021
Q1 		$18.4M Buy
114,910
+18,648
+19% +$3.13M 0.32% 69
2020
Q4 		$17.2M Buy
96,262
+4,412
+5% +$777K 0.37% 58
2020
Q3 		$16.3M Buy
91,850
+13,225
+17% +$2.38M 0.41% 55
2020
Q2 		$13.2M Buy
78,625
+22,131
+39% +$3.57M 0.37% 62
2020
Q1 		$8.36M Buy
56,494
+11,485
+26% +$1.71M 0.31% 83
2019
Q4 		$6.43M Buy
45,009
+340
+0.8% +$47.5K 0.19% 122
2019
Q3 		$6.2M Buy
44,669
+1,831
+4% +$255K 0.21% 118
2019
Q2 		$5.71M Sell
42,838
-47,917
-53% -$5.92M 0.21% 116
2019
Q1 		$11.1M Sell
90,755
-38,754
-30% -$4.77M 0.47% 52
2018
Q4 		$15.7M Buy
129,509
+61,503
+90% +$7.15M 0.76% 30
2018
Q3 		$7.67M Buy
68,006
+9,552
+16% +$1.1M 0.37% 65
2018
Q2 		$6.94M Buy
58,454
+9,394
+19% +$1.16M 0.41% 50
2018
Q1 		$6.17M Buy
49,060
+3,360
+7% +$424K 0.42% 46
2017
Q4 		$5.65M Buy
45,700
+27,333
+149% +$3.31M 0.43% 55
2017
Q3 		$2.23M Buy
18,367
+4,051
+28% +$493K 0.23% 105
2017
Q2 		$1.69M Buy
14,316
+8,280
+137% +$991K 0.19% 122
2017
Q1 		$716K Buy
6,036
+1,816
+43% +$211K 0.11% 163
2016
Q4 		$462K Buy
+4,220
New +$490K 0.21% 113

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

Steward Partners Investment Advisory's GLD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its SPDR Gold Trust (GLD) stake by 42% in Q2 2026, selling an estimated $109M and leaving 362,426 shares worth $134M. The position accounts for 0.68% of the portfolio, ranked #18.

Steward Partners Investment Advisory first reported a position in GLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $269M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Steward Partners Investment Advisory held 362,426 shares of SPDR Gold Trust worth $134M as of Q2 2026.
  • Steward Partners Investment Advisory sold 262,847 SPDR Gold Trust shares in Q2 2026, an estimated $109M.
  • SPDR Gold Trust made up 0.68% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #18 holding.
  • Steward Partners Investment Advisory first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's SPDR Gold Trust position peaked at $269M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.