SW
GLD icon

SVB Wealth’s SPDR Gold Trust GLD Stock Holding History

SVB Wealth’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 		$3.21M Sell
8,715
-420
-5% -$174K 0.2% 99
2026
Q1 		$3.93M Buy
9,135
+320
+4% +$143K 0.26% 85
2025
Q4 		$3.49M Sell
8,815
-4,938
-36% -$1.89M 0.21% 96
2025
Q3 		$4.89M Buy
13,753
+105
+0.8% +$33.5K 0.26% 76
2025
Q2 		$4.16M Sell
13,648
-11,703
-46% -$3.54M 0.22% 91
2025
Q1 		$7.3M Sell
25,351
-310
-1% -$82K 0.3% 43
2024
Q4 		$6.21M Buy
+25,661
New +$6.31M 0.12% 119
2024
Q3 		– Sell
-24,159
Closed -$5.19M – 241
2024
Q2 		$5.19M Sell
24,159
-2,498
-9% -$540K 0.13% 142
2024
Q1 		$5.48M Sell
26,657
-15,981
-37% -$3.07M 0.12% 159
2023
Q4 		$8.15M Buy
42,638
+861
+2% +$158K 0.2% 120
2023
Q3 		$7.16M Sell
41,777
-4,956
-11% -$886K 0.16% 128
2023
Q2 		$8.33M Sell
46,733
-2,940
-6% -$540K 0.15% 127
2023
Q1 		$9.1M Buy
49,673
+6,598
+15% +$1.16M 0.13% 132
2022
Q4 		$7.31M Buy
43,075
+5,283
+14% +$851K 0.1% 141
2022
Q3 		$5.85M Sell
37,792
-1,267
-3% -$204K 0.09% 155
2022
Q2 		$6.58M Buy
39,059
+503
+1% +$87.8K 0.1% 131
2022
Q1 		$6.96M Buy
38,556
+11
+0% +$1.93K 0.09% 137
2021
Q4 		$6.59M Sell
38,545
-289
-0.7% -$48.5K 0.11% 128
2021
Q3 		$6.38M Sell
38,834
-447
-1% -$74.8K 0.08% 148
2021
Q2 		$6.51M Sell
39,281
-1,820
-4% -$309K 0.08% 152
2021
Q1 		$6.57M Sell
41,101
-56,160
-58% -$9.44M 0.09% 142
2020
Q4 		$17.3M Sell
97,261
-3,155
-3% -$556K 0.25% 74
2020
Q3 		$17.8M Buy
100,416
+11,382
+13% +$2.05M 0.29% 60
2020
Q2 		$14.9M Buy
89,034
+49,921
+128% +$8.05M 0.28% 66
2020
Q1 		$5.79M Buy
39,113
+48
+0.1% +$7.15K 0.14% 102
2019
Q4 		$5.58M Sell
39,065
-14,066
-26% -$1.97M 0.1% 128
2019
Q3 		$7.38M Buy
53,131
+5,278
+11% +$734K 0.15% 110
2019
Q2 		$6.37M Buy
+47,853
New +$5.91M 0.21% 116

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

SVB Wealth's GLD Position: Q2 2026 in Review

SVB Wealth reduced its SPDR Gold Trust (GLD) stake by 4.6% in Q2 2026, selling an estimated $174K and leaving 8,715 shares worth $3.21M. The position accounts for 0.2% of the portfolio, ranked #99.

SVB Wealth first reported a position in GLD in Q2 2019 and has held it in 28 quarters since. The position peaked at $17.8M in Q3 2020. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SVB Wealth held 8,715 shares of SPDR Gold Trust worth $3.21M as of Q2 2026.
  • SVB Wealth sold 420 SPDR Gold Trust shares in Q2 2026, an estimated $174K.
  • SPDR Gold Trust made up 0.2% of SVB Wealth's portfolio in Q2 2026, its #99 holding.
  • SVB Wealth first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's SPDR Gold Trust position peaked at $17.8M in Q3 2020.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.