Tolleson Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Tolleson Wealth 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	$890K	Sell	2,417 -39	-2%	-$16.2K	0.12%	50
2026 Q1	$1.06M	Sell	2,456 -365	-13%	-$163K	0.15%	42
2025 Q4	$1.12M	Sell	2,821 -1,990	-41%	-$760K	0.16%	42
2025 Q3	$1.71M	Sell	4,811 -145	-3%	-$46.2K	0.26%	34
2025 Q2	$1.51M	Hold	4,956	–	–	0.26%	35
2025 Q1	$1.43M	Sell	4,956 -341	-6%	-$90.2K	0.28%	34
2024 Q4	$1.28M	Sell	5,297 -830	-14%	-$204K	0.26%	35
2024 Q3	$1.49M	Hold	6,127	–	–	0.28%	30
2024 Q2	$1.32M	Hold	6,127	–	–	0.26%	36
2024 Q1	$1.26M	Hold	6,127	–	–	0.25%	38
2023 Q4	$1.17M	Hold	6,127	–	–	0.24%	41
2023 Q3	$1.05M	Hold	6,127	–	–	0.25%	43
2023 Q2	$1.09M	Hold	6,127	–	–	0.26%	44
2023 Q1	$1.12M	Hold	6,127	–	–	0.29%	42
2022 Q4	$1.04M	Hold	6,127	–	–	0.28%	42
2022 Q3	$948K	Hold	6,127	–	–	0.29%	38
2022 Q2	$1.03M	Hold	6,127	–	–	0.29%	37
2022 Q1	$1.11M	Hold	6,127	–	–	0.33%	38
2021 Q4	$1.05M	Hold	6,127	–	–	0.28%	42
2021 Q3	$1.01M	Hold	6,127	–	–	0.28%	40
2021 Q2	$1.01M	Hold	6,127	–	–	0.27%	42
2021 Q1	$980K	Hold	6,127	–	–	0.3%	39
2020 Q4	$1.09M	Hold	6,127	–	–	0.36%	33
2020 Q3	$1.08M	Hold	6,127	–	–	0.44%	30
2020 Q2	$1.02M	Buy	+6,127	New	+$988K	0.45%	30

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

Tolleson Wealth Management's GLD Position: Q2 2026 in Review

Tolleson Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, selling an estimated $16.2K and leaving 2,417 shares worth $890K. The position accounts for 0.12% of the portfolio, ranked #50.

Tolleson Wealth Management first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.71M in Q3 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Tolleson Wealth Management held 2,417 shares of SPDR Gold Trust worth $890K as of Q2 2026.
Tolleson Wealth Management sold 39 SPDR Gold Trust shares in Q2 2026, an estimated $16.2K.
SPDR Gold Trust made up 0.12% of Tolleson Wealth Management's portfolio in Q2 2026, its #50 holding.
Tolleson Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
Tolleson Wealth Management's SPDR Gold Trust position peaked at $1.71M in Q3 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.