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Synergy Investment Management’s SPDR Gold Trust GLD Stock Holding History

Synergy Investment Management’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 		$277K Sell
752
-14
-2% -$5.8K 0.07% 139
2026
Q1 		$330K Buy
766
+54
+8% +$24.2K 0.11% 102
2025
Q4 		$282K Buy
712
+45
+7% +$17.2K 0.1% 110
2025
Q3 		$237K Hold
667
– – 0.09% 116
2025
Q2 		$203K Sell
667
-5
-0.7% -$1.51K 0.12% 80
2025
Q1 		$194K Hold
672
– – 0.08% 125
2024
Q4 		$163K Buy
+672
New +$165K 0.07% 137

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

Synergy Investment Management's GLD Position: Q2 2026 in Review

Synergy Investment Management reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, selling an estimated $5.8K and leaving 752 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #139.

Synergy Investment Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Synergy Investment Management held 752 shares of SPDR Gold Trust worth $277K as of Q2 2026.
  • Synergy Investment Management sold 14 SPDR Gold Trust shares in Q2 2026, an estimated $5.8K.
  • SPDR Gold Trust made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #139 holding.
  • Synergy Investment Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's SPDR Gold Trust position peaked at $330K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.