Succession Financial’s SPDR Gold Trust GLD Stock Holding History

Succession Financial’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	$5.35M	Buy	+14,534	New	+$6.02M	5.09%	4

Other funds holding GLD

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 $59.9B AUM 27.01% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Succession Financial's GLD Position: Q2 2026 in Review

Succession Financial opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 14,534 shares worth $5.35M. The stake represents 5.09% of the portfolio and ranks #4 among its holdings.

2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Succession Financial held 14,534 shares of SPDR Gold Trust worth $5.35M as of Q2 2026.
SPDR Gold Trust was a new Succession Financial position in Q2 2026.
SPDR Gold Trust made up 5.09% of Succession Financial's portfolio in Q2 2026, its #4 holding.
2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.