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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,037 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.
3,037 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.