Wilkinson Global Asset Management’s SPDR Gold Trust GLD Stock Holding History

Wilkinson Global Asset Management’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	$1.04M	Sell	2,820 -128	-4%	-$53K	0.08%	37
2026 Q1	$1.27M	Hold	2,948	–	–	0.1%	34
2025 Q4	$1.17M	Buy	2,948 +58	+2%	+$22.1K	0.08%	36
2025 Q3	$1.03M	Sell	2,890 -25	-0.9%	-$7.97K	0.06%	40
2025 Q2	$889K	Sell	2,915 -85	-3%	-$25.7K	0.06%	41
2025 Q1	$864K	Sell	3,000 -150	-5%	-$39.7K	0.05%	44
2024 Q4	$763K	Hold	3,150	–	–	0.05%	49
2024 Q3	$766K	Hold	3,150	–	–	0.05%	49
2024 Q2	$677K	Hold	3,150	–	–	0.04%	48
2024 Q1	$648K	Sell	3,150 -50	-2%	-$9.6K	0.04%	50
2023 Q4	$612K	Hold	3,200	–	–	0.04%	54
2023 Q3	$549K	Sell	3,200 -50	-2%	-$8.94K	0.04%	55
2023 Q2	$579K	Hold	3,250	–	–	0.04%	54
2023 Q1	$595K	Hold	3,250	–	–	0.05%	52
2022 Q4	$551K	Hold	3,250	–	–	0.05%	55
2022 Q3	$503K	Hold	3,250	–	–	0.05%	57
2022 Q2	$547K	Sell	3,250 -40	-1%	-$6.99K	0.05%	58
2022 Q1	$594K	Sell	3,290 -5	-0.2%	-$877	0.04%	57
2021 Q4	$563K	Hold	3,295	–	–	0.03%	63
2021 Q3	$541K	Sell	3,295 -550	-14%	-$92.1K	0.03%	63
2021 Q2	$637K	Buy	3,845 +950	+33%	+$161K	0.04%	62
2021 Q1	$463K	Buy	+2,895	New	+$487K	0.03%	67

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

Wilkinson Global Asset Management's GLD Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, selling an estimated $53K and leaving 2,820 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #37.

Wilkinson Global Asset Management first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.27M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wilkinson Global Asset Management held 2,820 shares of SPDR Gold Trust worth $1.04M as of Q2 2026.
Wilkinson Global Asset Management sold 128 SPDR Gold Trust shares in Q2 2026, an estimated $53K.
SPDR Gold Trust made up 0.08% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #37 holding.
Wilkinson Global Asset Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
Wilkinson Global Asset Management's SPDR Gold Trust position peaked at $1.27M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.