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Westshore Wealth’s SPDR Gold Trust GLD Stock Holding History

Westshore Wealth’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 		$472K Sell
1,280
-40
-3% -$16.6K 0.15% 57
2026
Q1 		$568K Sell
1,320
-2,210
-63% -$990K 0.2% 46
2025
Q4 		$1.4M Sell
3,530
-15
-0.4% -$5.73K 0.46% 31
2025
Q3 		$1.26M Sell
3,545
-35
-1% -$11.2K 0.43% 31
2025
Q2 		$1.09M Sell
3,580
-100
-3% -$30.3K 0.42% 30
2025
Q1 		$1.06M Hold
3,680
– – 0.45% 26
2024
Q4 		$891K Hold
3,680
– – 0.36% 26
2024
Q3 		$894K Hold
3,680
– – 0.37% 25
2024
Q2 		$791K Hold
3,680
– – 0.33% 24
2024
Q1 		$757K Hold
3,680
– – 0.31% 28
2023
Q4 		$704K Hold
3,680
– – 0.32% 25
2023
Q3 		$631K Sell
3,680
-276
-7% -$49.3K 0.35% 24
2023
Q2 		$705K Sell
3,956
-305
-7% -$56K 0.36% 26
2023
Q1 		$781K Hold
4,261
– – 0.41% 26
2022
Q4 		$723K Hold
4,261
– – 0.41% 28
2022
Q3 		$659K Sell
4,261
-245
-5% -$39.4K 0.45% 22
2022
Q2 		$759K Hold
4,506
– – 0.49% 24
2022
Q1 		$814K Buy
4,506
+100
+2% +$17.5K 0.55% 24
2021
Q4 		$753K Buy
4,406
+1,050
+31% +$176K 0.52% 25
2021
Q3 		$551K Hold
3,356
– – 0.44% 30
2021
Q2 		$556K Buy
3,356
+380
+13% +$64.6K 0.29% 61
2021
Q1 		$476K Buy
+2,976
New +$500K 0.27% 63
2019
Q4 		$442K Buy
+3,092
New +$432K 0.49% 42

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

Westshore Wealth's GLD Position: Q2 2026 in Review

Westshore Wealth reduced its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, selling an estimated $16.6K and leaving 1,280 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #57.

Westshore Wealth first reported a position in GLD in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.4M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Westshore Wealth held 1,280 shares of SPDR Gold Trust worth $472K as of Q2 2026.
  • Westshore Wealth sold 40 SPDR Gold Trust shares in Q2 2026, an estimated $16.6K.
  • SPDR Gold Trust made up 0.15% of Westshore Wealth's portfolio in Q2 2026, its #57 holding.
  • Westshore Wealth first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 23 quarters since.
  • Westshore Wealth's SPDR Gold Trust position peaked at $1.4M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.