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West Branch Capital’s SPDR Gold Trust GLD Stock Holding History

West Branch Capital’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 		$198K Hold
537
– – 0.05% 87
2026
Q1 		$231K Sell
537
-25
-4% -$11.2K 0.06% 74
2025
Q4 		$223K Sell
562
-50
-8% -$19.1K 0.06% 81
2025
Q3 		$218K Buy
612
+330
+117% +$105K 0.06% 87
2025
Q2 		$86K Buy
282
+82
+41% +$24.8K 0.03% 119
2025
Q1 		$57.6K Hold
200
– – 0.02% 144
2024
Q4 		$48.4K Hold
200
– – 0.02% 154
2024
Q3 		$48.6K Hold
200
– – 0.02% 159
2024
Q2 		$43K Hold
200
– – 0.02% 166
2024
Q1 		$41.1K Hold
200
– – 0.02% 172
2023
Q4 		$38.2K Sell
200
-230
-53% -$42.2K 0.02% 178
2023
Q3 		$73.7K Hold
430
– – 0.04% 135
2023
Q2 		$76.7K Hold
430
– – 0.04% 133
2023
Q1 		$78.8K Sell
430
-409
-49% -$72K 0.04% 127
2022
Q4 		$142K Buy
839
+409
+95% +$65.9K 0.09% 90
2022
Q3 		$67K Hold
430
– – 0.04% 147
2022
Q2 		$72K Hold
430
– – 0.04% 145
2022
Q1 		$78K Sell
430
-550
-56% -$96.5K 0.04% 151
2021
Q4 		$168K Buy
980
+225
+30% +$37.8K 0.07% 101
2021
Q3 		$124K Buy
755
+180
+31% +$30.1K 0.06% 116
2021
Q2 		$95K Buy
+575
New +$97.7K 0.05% 143

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

West Branch Capital's GLD Position: Q2 2026 in Review

West Branch Capital held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 537 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #87.

West Branch Capital first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $231K in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • West Branch Capital held 537 shares of SPDR Gold Trust worth $198K as of Q2 2026.
  • West Branch Capital left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #87 holding.
  • West Branch Capital first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's SPDR Gold Trust position peaked at $231K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.