Trivant Custom Portfolio Group’s SPDR Gold Trust GLD Stock Holding History

Trivant Custom Portfolio Group’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
2025 Q2	–	Sell	-60	Closed	-$17.3K	–	136
2025 Q1	$17.3K	Hold	60	–	–	0.01%	129
2024 Q4	$14.5K	Hold	60	–	–	0.01%	131
2024 Q3	$14.6K	Sell	60 -500	-89%	-$115K	0.01%	127
2024 Q2	$120K	Hold	560	–	–	0.07%	74
2024 Q1	$115K	Sell	560 -1,000	-64%	-$192K	0.07%	70
2023 Q4	$298K	Hold	1,560	–	–	0.2%	50
2023 Q3	$267K	Hold	1,560	–	–	0.2%	45
2023 Q2	$278K	Hold	1,560	–	–	0.2%	45
2023 Q1	$286K	Buy	+1,560	New	+$274K	0.2%	49

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trivant Custom Portfolio Group's GLD Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 60 shares — an estimated $17.3K sold.

Trivant Custom Portfolio Group first reported a position in GLD in Q1 2023 and held it in 9 quarters. The position peaked at $298K in Q4 2023. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 60 SPDR Gold Trust shares in Q2 2025, an estimated $17.3K.
Trivant Custom Portfolio Group first reported a position in SPDR Gold Trust in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's SPDR Gold Trust position peaked at $298K in Q4 2023.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.