Wellington Capital Management’s SPDR Gold Trust GLD Stock Holding History

Wellington Capital Management’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
2025 Q2	$657K	Buy	+2,155	New	+$653K	0.98%	17

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Capital Management's GLD Position: Q2 2025 in Review

Wellington Capital Management opened a new position in SPDR Gold Trust (GLD) in Q2 2025: 2,155 shares worth $657K. The stake represents 0.98% of the portfolio and ranks #17 among its holdings.

2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Wellington Capital Management held 2,155 shares of SPDR Gold Trust worth $657K as of Q2 2025.
SPDR Gold Trust was a new Wellington Capital Management position in Q2 2025.
SPDR Gold Trust made up 0.98% of Wellington Capital Management's portfolio in Q2 2025, its #17 holding.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.