WestHill Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

WestHill Financial Advisors’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	$308K	Sell	836 -12	-1%	-$4.97K	0.05%	63
2026 Q1	$365K	Sell	848 -8	-0.9%	-$3.58K	0.07%	56
2025 Q4	$339K	Buy	856 +53	+7%	+$20.2K	0.06%	58
2025 Q3	$285K	Buy	803 +56	+7%	+$17.8K	0.06%	61
2025 Q2	$228K	Buy	747 +14	+2%	+$4.24K	0.05%	68
2025 Q1	$211K	Buy	+733	New	+$194K	0.05%	70

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

WestHill Financial Advisors's GLD Position: Q2 2026 in Review

WestHill Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $4.97K and leaving 836 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #63.

WestHill Financial Advisors first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $365K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

WestHill Financial Advisors held 836 shares of SPDR Gold Trust worth $308K as of Q2 2026.
WestHill Financial Advisors sold 12 SPDR Gold Trust shares in Q2 2026, an estimated $4.97K.
SPDR Gold Trust made up 0.05% of WestHill Financial Advisors's portfolio in Q2 2026, its #63 holding.
WestHill Financial Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
WestHill Financial Advisors's SPDR Gold Trust position peaked at $365K in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.