WCF
GLD icon

West Coast Financial’s SPDR Gold Trust GLD Stock Holding History

West Coast Financial’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 		– Sell
-8,495
Closed -$2.45M – 51
2025
Q1 		$2.45M Buy
8,495
+376
+5% +$99.4K 0.28% 60
2024
Q4 		$1.97M Buy
8,119
+109
+1% +$26.8K 0.22% 60
2024
Q3 		$1.95M Buy
8,010
+365
+5% +$83.6K 0.21% 63
2024
Q2 		$1.64M Sell
7,645
-29
-0.4% -$6.27K 0.19% 66
2024
Q1 		$1.58M Sell
7,674
-30
-0.4% -$5.76K 0.19% 65
2023
Q4 		$1.47M Buy
7,704
+4,991
+184% +$915K 0.19% 66
2023
Q3 		$465K Buy
2,713
+28
+1% +$5.01K 0.07% 94
2023
Q2 		$479K Buy
+2,685
New +$493K 0.07% 99

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Coast Financial's GLD Position: Q2 2025 in Review

West Coast Financial sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 8,495 shares — an estimated $2.45M sold.

West Coast Financial first reported a position in GLD in Q2 2023 and held it in 8 quarters. The position peaked at $2.45M in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • West Coast Financial reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 8,495 SPDR Gold Trust shares in Q2 2025, an estimated $2.45M.
  • West Coast Financial first reported a position in SPDR Gold Trust in Q2 2023 and held it in 8 quarters.
  • West Coast Financial's SPDR Gold Trust position peaked at $2.45M in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.