Tru Independence Asset Management 2’s SPDR Gold Trust GLD Stock Holding History

Tru Independence Asset Management 2’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 Q1	$266K	Hold	619	–	–	0.16%	74
2025 Q4	$245K	Hold	619	–	–	0.15%	76
2025 Q3	$220K	Buy	+619	New	+$197K	0.14%	83
2022 Q3	$1.28M	Sell	8,255 -30,895	-79%	-$4.97M	1.36%	16
2022 Q2	$6.59M	Buy	39,150 +20,516	+110%	+$3.58M	5.43%	6
2022 Q1	$3.37M	Buy	18,634 +11,336	+155%	+$1.99M	1.93%	13
2021 Q4	$1.25M	Buy	+7,298	New	+$1.23M	0.66%	33
2021 Q1	–	Sell	-14,897	Closed	-$2.66M	–	222
2020 Q4	$2.66M	Buy	+14,897	New	+$2.62M	2.24%	11

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Tru Independence Asset Management 2's GLD Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 619 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #74.

Tru Independence Asset Management 2 first reported a position in GLD in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.59M in Q2 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Tru Independence Asset Management 2 held 619 shares of SPDR Gold Trust worth $266K as of Q1 2026.
Tru Independence Asset Management 2 left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.16% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #74 holding.
Tru Independence Asset Management 2 first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 8 quarters since.
Tru Independence Asset Management 2's SPDR Gold Trust position peaked at $6.59M in Q2 2022.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.