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Westbourne Investments’s SPDR Gold Trust GLD Stock Holding History

Westbourne Investments’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 		$3.6M Sell
9,771
-75
-0.8% -$31.1K 1.47% 17
2026
Q1 		$4.24M Sell
9,846
-25
-0.3% -$11.2K 2.01% 11
2025
Q4 		$3.91M Buy
9,871
+5
+0.1% +$1.91K 1.82% 13
2025
Q3 		$3.63M Sell
9,866
-493
-5% -$157K 1.74% 15
2025
Q2 		$3.16M Buy
10,359
+155
+2% +$46.9K 1.68% 15
2025
Q1 		$2.94M Sell
10,204
-55
-0.5% -$14.5K 1.77% 11
2024
Q4 		$2.48M Buy
+10,259
New +$2.52M 1.46% 18

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

Westbourne Investments's GLD Position: Q2 2026 in Review

Westbourne Investments reduced its SPDR Gold Trust (GLD) stake by 0.76% in Q2 2026, selling an estimated $31.1K and leaving 9,771 shares worth $3.6M. The position accounts for 1.47% of the portfolio, ranked #17.

Westbourne Investments first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Westbourne Investments held 9,771 shares of SPDR Gold Trust worth $3.6M as of Q2 2026.
  • Westbourne Investments sold 75 SPDR Gold Trust shares in Q2 2026, an estimated $31.1K.
  • SPDR Gold Trust made up 1.47% of Westbourne Investments's portfolio in Q2 2026, its #17 holding.
  • Westbourne Investments first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's SPDR Gold Trust position peaked at $4.24M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.