Westco Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Westco Advisory Services’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	$1.82M	Sell	4,937 -420	-8%	-$174K	1.1%	18
2026 Q1	$2.31M	Sell	5,357 -101	-2%	-$45.2K	1.48%	11
2025 Q4	$2.16M	Buy	+5,458	New	+$2.08M	1.33%	17

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

Westco Advisory Services's GLD Position: Q2 2026 in Review

Westco Advisory Services reduced its SPDR Gold Trust (GLD) stake by 7.8% in Q2 2026, selling an estimated $174K and leaving 4,937 shares worth $1.82M. The position accounts for 1.1% of the portfolio, ranked #18.

Westco Advisory Services first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.31M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Westco Advisory Services held 4,937 shares of SPDR Gold Trust worth $1.82M as of Q2 2026.
Westco Advisory Services sold 420 SPDR Gold Trust shares in Q2 2026, an estimated $174K.
SPDR Gold Trust made up 1.1% of Westco Advisory Services's portfolio in Q2 2026, its #18 holding.
Westco Advisory Services first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
Westco Advisory Services's SPDR Gold Trust position peaked at $2.31M in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.