Westmount Partners’s SPDR Gold Trust GLD Stock Holding History

Westmount Partners’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	$493K	Hold	1,338	–	–	0.11%	155
2026 Q1	$576K	Buy	1,338 +4	+0.3%	+$1.79K	0.14%	126
2025 Q4	$529K	Sell	1,334 -40	-3%	-$15.3K	0.13%	128
2025 Q3	$489K	Buy	1,374 +3	+0.2%	+$956	0.13%	138
2025 Q2	$418K	Sell	1,371 -50	-4%	-$15.1K	0.11%	145
2025 Q1	$409K	Buy	1,421 +50	+4%	+$13.2K	0.12%	144
2024 Q4	$332K	Buy	1,371 +539	+65%	+$132K	0.1%	156
2024 Q3	$202K	Buy	+832	New	+$191K	0.06%	218
2023 Q4	–	Sell	-2,589	Closed	-$444K	–	207
2023 Q3	$444K	Buy	+2,589	New	+$463K	0.2%	116
2023 Q1	–	Sell	-3,456	Closed	-$586K	–	185
2022 Q4	$586K	Buy	+3,456	New	+$557K	0.3%	78

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

Westmount Partners's GLD Position: Q2 2026 in Review

Westmount Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,338 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #155.

Westmount Partners first reported a position in GLD in Q4 2022 and has held it in 10 quarters since. The position peaked at $586K in Q4 2022. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Westmount Partners held 1,338 shares of SPDR Gold Trust worth $493K as of Q2 2026.
Westmount Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #155 holding.
Westmount Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 10 quarters since.
Westmount Partners's SPDR Gold Trust position peaked at $586K in Q4 2022.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.