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Waldron Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Waldron Private Wealth’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 		$1.49M Sell
4,040
-249
-6% -$103K 0.05% 115
2026
Q1 		$1.85M Buy
4,289
+239
+6% +$107K 0.07% 100
2025
Q4 		$1.61M Buy
4,050
+1
+0% +$382 0.06% 103
2025
Q3 		$1.44M Buy
4,049
+900
+29% +$287K 0.06% 110
2025
Q2 		$960K Buy
3,149
+343
+12% +$104K 0.04% 138
2025
Q1 		$809K Buy
2,806
+40
+1% +$10.6K 0.04% 148
2024
Q4 		$670K Buy
2,766
+186
+7% +$45.7K 0.03% 215
2024
Q3 		$627K Buy
2,580
+238
+10% +$54.5K 0.03% 224
2024
Q2 		$504K Buy
2,342
+243
+12% +$52.6K 0.02% 232
2024
Q1 		$432K Buy
2,099
+343
+20% +$65.8K 0.02% 259
2023
Q4 		$336K Buy
+1,756
New +$322K 0.02% 293
2022
Q3 		– Sell
-1,396
Closed -$235K – 381
2022
Q2 		$235K Sell
1,396
-40
-3% -$6.99K 0.01% 341
2022
Q1 		$259K Sell
1,436
-368
-20% -$64.6K 0.01% 342
2021
Q4 		$308K Buy
1,804
+52
+3% +$8.73K 0.02% 307
2021
Q3 		$287K Hold
1,752
– – 0.02% 285
2021
Q2 		$290K Sell
1,752
-2,849
-62% -$484K 0.02% 279
2021
Q1 		$735K Buy
4,601
+3,365
+272% +$566K 0.05% 153
2020
Q4 		$220K Buy
1,236
+72
+6% +$12.7K 0.02% 270
2020
Q3 		$206K Buy
+1,164
New +$209K 0.02% 253
2016
Q4 		– Sell
-1,599
Closed -$201K – 144
2016
Q3 		$201K Buy
+1,599
New +$204K 0.07% 141
2014
Q3 		– Sell
-1,700
Closed -$218K – 121
2014
Q2 		$218K Hold
1,700
– – 0.1% 110
2014
Q1 		$210K Buy
+1,700
New +$212K 0.1% 109

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Waldron Private Wealth's GLD Position: Q2 2026 in Review

Waldron Private Wealth reduced its SPDR Gold Trust (GLD) stake by 5.8% in Q2 2026, selling an estimated $103K and leaving 4,040 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #115.

Waldron Private Wealth first reported a position in GLD in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.85M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Waldron Private Wealth held 4,040 shares of SPDR Gold Trust worth $1.49M as of Q2 2026.
  • Waldron Private Wealth sold 249 SPDR Gold Trust shares in Q2 2026, an estimated $103K.
  • SPDR Gold Trust made up 0.05% of Waldron Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Waldron Private Wealth first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 22 quarters since.
  • Waldron Private Wealth's SPDR Gold Trust position peaked at $1.85M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.