UAS
GLD icon

United Asset Strategies’s SPDR Gold Trust GLD Stock Holding History

United Asset Strategies’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 		$5.4M Sell
14,664
-5,099
-26% -$2.11M 0.38% 63
2026
Q1 		$8.5M Sell
19,763
-119
-0.6% -$53.3K 0.68% 46
2025
Q4 		$7.88M Sell
19,882
-11,254
-36% -$4.3M 0.61% 46
2025
Q3 		$11.1M Sell
31,136
-245
-0.8% -$78.1K 0.89% 37
2025
Q2 		$9.57M Sell
31,381
-27,581
-47% -$8.35M 0.82% 43
2025
Q1 		$17M Sell
58,962
-27,256
-32% -$7.21M 1.58% 13
2024
Q4 		$20.9M Buy
86,218
+922
+1% +$227K 1.92% 11
2024
Q3 		$20.7M Buy
85,296
+1,947
+2% +$446K 1.93% 9
2024
Q2 		$17.9M Buy
83,349
+965
+1% +$209K 1.77% 9
2024
Q1 		$16.9M Buy
82,384
+753
+0.9% +$145K 1.69% 12
2023
Q4 		$15.6M Sell
81,631
-85
-0.1% -$15.6K 1.75% 12
2023
Q3 		$14M Buy
81,716
+45,098
+123% +$8.06M 1.81% 13
2023
Q2 		$6.53M Sell
36,618
-33
-0.1% -$6.06K 0.81% 41
2023
Q1 		$6.72M Buy
36,651
+963
+3% +$169K 0.89% 38
2022
Q4 		$6.05M Sell
35,688
-34,686
-49% -$5.59M 0.84% 43
2022
Q3 		$10.9M Sell
70,374
-569
-0.8% -$91.5K 1.67% 14
2022
Q2 		$12M Sell
70,943
-2,316
-3% -$404K 1.74% 14
2022
Q1 		$13.2M Buy
73,259
+45,654
+165% +$8.01M 1.68% 17
2021
Q4 		$4.72M Buy
27,605
+4,261
+18% +$715K 0.56% 55
2021
Q3 		$3.83M Sell
23,344
-44,954
-66% -$7.53M 0.49% 56
2021
Q2 		$11.3M Buy
68,298
+1,629
+2% +$277K 1.51% 21
2021
Q1 		$10.7M Sell
66,669
-33,382
-33% -$5.61M 1.55% 21
2020
Q4 		$17.8M Buy
100,051
+2,496
+3% +$440K 2.81% 3
2020
Q3 		$17.3M Sell
97,555
-1,205
-1% -$217K 3.18% 3
2020
Q2 		$16.5M Buy
98,760
+2,266
+2% +$365K 3.26% 4
2020
Q1 		$14.3M Sell
96,494
-1,545
-2% -$230K 3.54% 4
2019
Q4 		$14M Buy
98,039
+45,095
+85% +$6.3M 2.72% 2
2019
Q3 		$7.35M Sell
52,944
-39,062
-42% -$5.43M 1.61% 14
2019
Q2 		$12.3M Buy
92,006
+1,551
+2% +$192K 2.82% 2
2019
Q1 		$11M Sell
90,455
-20,663
-19% -$2.55M 2.59% 4
2018
Q4 		$13.5M Buy
111,118
+56,724
+104% +$6.59M 3.68% 1
2018
Q3 		$6.13M Sell
54,394
-1,903
-3% -$218K 1.44% 20
2018
Q2 		$6.68M Buy
56,297
+1,602
+3% +$198K 1.77% 8
2018
Q1 		$6.88M Sell
54,695
-25,768
-32% -$3.25M 2.03% 8
2017
Q4 		$9.95M Buy
+80,463
New +$9.75M 2.67% 7
2017
Q3 		– Sell
-48,282
Closed -$5.7M – 134
2017
Q2 		$5.7M Buy
48,282
+10,340
+27% +$1.24M 1.69% 19
2017
Q1 		$4.5M Sell
37,942
-1,546
-4% -$180K 1.37% 27
2016
Q4 		$4.33M Sell
39,488
-1,881
-5% -$218K 1.41% 28
2016
Q3 		$5.2M Buy
41,369
+7,239
+21% +$922K 1.82% 18
2016
Q2 		$4.32M Buy
34,130
+4,744
+16% +$571K 1.62% 26
2016
Q1 		$3.46M Buy
29,386
+1,960
+7% +$222K 1.54% 23
2015
Q4 		$2.78M Sell
27,426
-5,942
-18% -$628K 1.21% 29
2015
Q3 		$3.57M Buy
33,368
+17,760
+114% +$1.91M 1.64% 23
2015
Q2 		$1.75M Buy
15,608
+1,093
+8% +$125K 0.78% 46
2015
Q1 		$1.65M Buy
14,515
+2,432
+20% +$284K 0.76% 46
2014
Q4 		$1.37M Sell
12,083
-13,177
-52% -$1.52M 0.59% 55
2014
Q3 		$2.94M Buy
+25,260
New +$3.11M 1.32% 27
2013
Q4 		– Sell
-21,445
Closed -$2.75M – 87
2013
Q3 		$2.75M Sell
21,445
-10,526
-33% -$1.35M 1.74% 17
2013
Q2 		$3.81M Buy
+31,971
New +$4.38M 2.51% 7

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

United Asset Strategies's GLD Position: Q2 2026 in Review

United Asset Strategies reduced its SPDR Gold Trust (GLD) stake by 26% in Q2 2026, selling an estimated $2.11M and leaving 14,664 shares worth $5.4M. The position accounts for 0.38% of the portfolio, ranked #63.

United Asset Strategies first reported a position in GLD in Q2 2013 and has held it in 49 quarters since. The position peaked at $20.9M in Q4 2024. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • United Asset Strategies held 14,664 shares of SPDR Gold Trust worth $5.4M as of Q2 2026.
  • United Asset Strategies sold 5,099 SPDR Gold Trust shares in Q2 2026, an estimated $2.11M.
  • SPDR Gold Trust made up 0.38% of United Asset Strategies's portfolio in Q2 2026, its #63 holding.
  • United Asset Strategies first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 49 quarters since.
  • United Asset Strategies's SPDR Gold Trust position peaked at $20.9M in Q4 2024.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.