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Wedgewood Investors’s SPDR Gold Trust GLD Stock Holding History

Wedgewood Investors’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 		$1.6M Sell
4,350
-100
-2% -$41.4K 1.65% 20
2026
Q1 		$1.91M Hold
4,450
– – 2.2% 14
2025
Q4 		$1.76M Sell
4,450
-100
-2% -$38.2K 2.01% 15
2025
Q3 		$1.62M Sell
4,550
-200
-4% -$63.7K 1.77% 17
2025
Q2 		$1.45M Hold
4,750
– – 1.67% 16
2025
Q1 		$1.37M Sell
4,750
-50
-1% -$13.2K 1.62% 17
2024
Q4 		$1.16M Buy
4,800
+200
+4% +$49.1K 1.37% 18
2024
Q3 		$1.12M Hold
4,600
– – 1.22% 22
2024
Q2 		$989K Buy
+4,600
New +$995K 1.17% 22
2023
Q4 		$889K Sell
4,650
-100
-2% -$18.3K 1.11% 27
2023
Q3 		$814K Sell
4,750
-275
-5% -$49.2K 1.1% 26
2023
Q2 		$896K Sell
5,025
-150
-3% -$27.6K 1.15% 28
2023
Q1 		$948K Sell
5,175
-250
-5% -$44K 1.24% 24
2022
Q4 		$920K Hold
5,425
– – 1.21% 26
2022
Q3 		$839K Sell
5,425
-50
-0.9% -$8.04K 1.29% 25
2022
Q2 		$922K Sell
5,475
-100
-2% -$17.5K 1.3% 23
2022
Q1 		$1.01M Buy
+5,575
New +$978K 1.22% 25

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wedgewood Investors's GLD Position: Q2 2026 in Review

Wedgewood Investors reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, selling an estimated $41.4K and leaving 4,350 shares worth $1.6M. The position accounts for 1.65% of the portfolio, ranked #20.

Wedgewood Investors first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wedgewood Investors held 4,350 shares of SPDR Gold Trust worth $1.6M as of Q2 2026.
  • Wedgewood Investors sold 100 SPDR Gold Trust shares in Q2 2026, an estimated $41.4K.
  • SPDR Gold Trust made up 1.65% of Wedgewood Investors's portfolio in Q2 2026, its #20 holding.
  • Wedgewood Investors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Wedgewood Investors's SPDR Gold Trust position peaked at $1.91M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.