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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $60.8B AUM 26.63% 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

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. 3,022 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.
3,022 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.