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UHLMANN PRICE SECURITIES’s SPDR Gold Trust GLD Stock Holding History

UHLMANN PRICE SECURITIES’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 		$400K Buy
1,086
+152
+16% +$63K 0.01% 171
2026
Q1 		$399K Buy
934
+69
+8% +$30.9K 0.03% 150
2025
Q4 		$343K Sell
865
-231
-21% -$88.2K 0.2% 120
2025
Q3 		$390K Hold
1,096
– – 0.24% 108
2025
Q2 		$334K Sell
1,096
-853
-44% -$258K 0.24% 108
2025
Q1 		$562K Hold
1,949
– – 0.41% 62
2024
Q4 		$472K Buy
1,949
+82
+4% +$20.2K 0.36% 73
2024
Q3 		$454K Buy
+1,867
New +$428K 0.36% 78

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UHLMANN PRICE SECURITIES's GLD Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $63K and bringing the position to 1,086 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #171.

UHLMANN PRICE SECURITIES first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $562K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 1,086 shares of SPDR Gold Trust worth $400K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 152 SPDR Gold Trust shares in Q2 2026, an estimated $63K.
  • SPDR Gold Trust made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #171 holding.
  • UHLMANN PRICE SECURITIES first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • UHLMANN PRICE SECURITIES's SPDR Gold Trust position peaked at $562K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.