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Union Bancaire Privee’s SPDR Gold Trust GLD Stock Holding History

Union Bancaire Privee’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 		$39.2M Buy
107,498
+46,375
+76% +$19.2M 0.43% 36
2026
Q1 		$25M Sell
61,123
-90,867
-60% -$40.7M 0.35% 52
2025
Q4 		$58.4M Buy
151,990
+123,636
+436% +$47.2M 0.69% 26
2025
Q3 		$15.1M Buy
28,354
+5,250
+23% +$1.67M 0.22% 76
2025
Q2 		$6.57M Buy
23,104
+5,663
+32% +$1.71M 0.1% 108
2025
Q1 		$4.76M Sell
17,441
-17,894
-51% -$4.73M 0.09% 96
2024
Q4 		$7.79M Buy
+35,335
New +$8.68M 0.14% 82

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Union Bancaire Privee's GLD Position: Q2 2026 in Review

Union Bancaire Privee increased its SPDR Gold Trust (GLD) stake by 76% in Q2 2026, buying an estimated $19.2M and bringing the position to 107,498 shares worth $39.2M. The position accounts for 0.43% of the portfolio, ranked #36.

Union Bancaire Privee first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.4M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Union Bancaire Privee held 107,498 shares of SPDR Gold Trust worth $39.2M as of Q2 2026.
  • Union Bancaire Privee bought 46,375 SPDR Gold Trust shares in Q2 2026, an estimated $19.2M.
  • SPDR Gold Trust made up 0.43% of Union Bancaire Privee's portfolio in Q2 2026, its #36 holding.
  • Union Bancaire Privee first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's SPDR Gold Trust position peaked at $58.4M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.