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Stonebridge Financial Group (Pennsylvania)’s SPDR Gold Trust GLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$5.59M Sell
15,165
-58,324
-79% -$24.2M 0.42% 62
2026
Q1 		$31.6M Sell
73,489
-14,553
-17% -$6.52M 2.6% 9
2025
Q4 		$34.9M Sell
88,042
-11,436
-11% -$4.37M 2.98% 7
2025
Q3 		$35.4M Buy
99,478
+463
+0.5% +$148K 3.11% 5
2025
Q2 		$30.2M Sell
99,015
-16,594
-14% -$5.02M 2.93% 5
2025
Q1 		$33.3M Buy
115,609
+93,040
+412% +$24.6M 3.55% 4
2024
Q4 		$5.46M Buy
+22,569
New +$5.55M 0.6% 40

Other funds holding GLD

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s GLD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its SPDR Gold Trust (GLD) stake by 79% in Q2 2026, selling an estimated $24.2M and leaving 15,165 shares worth $5.59M. The position accounts for 0.42% of the portfolio, ranked #62.

Stonebridge Financial Group (Pennsylvania) first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.4M in Q3 2025. 2,668 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 15,165 shares of SPDR Gold Trust worth $5.59M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 58,324 SPDR Gold Trust shares in Q2 2026, an estimated $24.2M.
  • SPDR Gold Trust made up 0.42% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #62 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s SPDR Gold Trust position peaked at $35.4M in Q3 2025.
  • 2,668 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.