Wills Financial Group’s SPDR Gold Trust GLD Stock Holding History

Wills Financial Group’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	$231K	Hold	627	–	–	0.08%	77
2026 Q1	$270K	Hold	627	–	–	0.1%	68
2025 Q4	$248K	Hold	627	–	–	0.1%	70
2025 Q3	$223K	Buy	+627	New	+$200K	0.09%	64
2015 Q2	–	Sell	-1,895	Closed	-$215K	–	82
2015 Q1	$215K	Sell	1,895 -295	-13%	-$34.5K	0.18%	71
2014 Q4	$248K	Sell	2,190 -420	-16%	-$48.5K	0.2%	69
2014 Q3	$303K	Sell	2,610 -65	-2%	-$8.01K	0.26%	65
2014 Q2	$343K	Sell	2,675 -100	-4%	-$12.4K	0.28%	65
2014 Q1	$343K	Buy	2,775 +175	+7%	+$21.8K	0.33%	57
2013 Q4	$301K	Buy	+2,600	New	+$319K	0.31%	55

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

Wills Financial Group's GLD Position: Q2 2026 in Review

Wills Financial Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 627 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #77.

Wills Financial Group first reported a position in GLD in Q4 2013 and has held it in 10 quarters since. The position peaked at $343K in Q2 2014. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Wills Financial Group held 627 shares of SPDR Gold Trust worth $231K as of Q2 2026.
Wills Financial Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.08% of Wills Financial Group's portfolio in Q2 2026, its #77 holding.
Wills Financial Group first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 10 quarters since.
Wills Financial Group's SPDR Gold Trust position peaked at $343K in Q2 2014.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.