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Sulzberger Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Sulzberger 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 		$1.6M Buy
4,347
+152
+4% +$63K 1.56% 17
2026
Q1 		$1.81M Buy
4,195
+681
+19% +$305K 1.84% 15
2025
Q4 		$1.39M Buy
3,514
+2,507
+249% +$957K 1.41% 19
2025
Q3 		$358K Sell
1,007
-415
-29% -$132K 0.4% 34
2025
Q2 		$433K Buy
+1,422
New +$431K 0.51% 29

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Sulzberger Capital Advisors's GLD Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its SPDR Gold Trust (GLD) stake by 3.6% in Q2 2026, buying an estimated $63K and bringing the position to 4,347 shares worth $1.6M. The position accounts for 1.56% of the portfolio, ranked #17.

Sulzberger Capital Advisors first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sulzberger Capital Advisors held 4,347 shares of SPDR Gold Trust worth $1.6M as of Q2 2026.
  • Sulzberger Capital Advisors bought 152 SPDR Gold Trust shares in Q2 2026, an estimated $63K.
  • SPDR Gold Trust made up 1.56% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Sulzberger Capital Advisors first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Sulzberger Capital Advisors's SPDR Gold Trust position peaked at $1.81M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.