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Wellington-Altus USA’s SPDR Gold Trust GLD Stock Holding History

Wellington-Altus USA’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 		$619K Sell
1,438
-171
-11% -$70.8K 0.44% 49
2026
Q1 		$593K Buy
1,609
+149
+10% +$66.7K 0.35% 70
2025
Q4 		$579K Buy
+1,460
New +$558K 0.43% 50

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

Wellington-Altus USA's GLD Position: Q2 2026 in Review

Wellington-Altus USA reduced its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, selling an estimated $70.8K and leaving 1,438 shares worth $619K. The position accounts for 0.44% of the portfolio, ranked #49.

Wellington-Altus USA first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Wellington-Altus USA held 1,438 shares of SPDR Gold Trust worth $619K as of Q2 2026.
  • Wellington-Altus USA sold 171 SPDR Gold Trust shares in Q2 2026, an estimated $70.8K.
  • SPDR Gold Trust made up 0.44% of Wellington-Altus USA's portfolio in Q2 2026, its #49 holding.
  • Wellington-Altus USA first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.