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Winch Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Winch Advisory Services’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 		$837K Hold
2,273
– – 0.17% 62
2026
Q1 		$978K Hold
2,273
– – 0.22% 55
2025
Q4 		$901K Hold
2,273
– – 0.2% 55
2025
Q3 		$808K Sell
2,273
-100
-4% -$31.9K 0.18% 58
2025
Q2 		$723K Sell
2,373
-50
-2% -$15.1K 0.18% 57
2025
Q1 		$698K Hold
2,423
– – 0.18% 57
2024
Q4 		$587K Buy
2,423
+200
+9% +$49.1K 0.15% 59
2024
Q3 		$540K Hold
2,223
– – 0.15% 61
2024
Q2 		$478K Hold
2,223
– – 0.14% 63
2024
Q1 		$457K Sell
2,223
-7,132
-76% -$1.37M 0.14% 60
2023
Q4 		$1.79M Buy
9,355
+410
+5% +$75.1K 0.59% 30
2023
Q3 		$1.53M Buy
8,945
+43
+0.5% +$7.69K 0.56% 27
2023
Q2 		$1.59M Buy
8,902
+102
+1% +$18.7K 0.57% 28
2023
Q1 		$1.61M Buy
8,800
+131
+2% +$23.1K 0.63% 28
2022
Q4 		$1.47M Buy
8,669
+153
+2% +$24.6K 0.63% 30
2022
Q3 		$1.32M Sell
8,516
-95
-1% -$15.3K 0.57% 30
2022
Q2 		$1.45M Buy
8,611
+39
+0.5% +$6.81K 0.59% 28
2022
Q1 		$1.55M Buy
8,572
+256
+3% +$44.9K 0.54% 33
2021
Q4 		$1.42M Sell
8,316
-317
-4% -$53.2K 0.47% 36
2021
Q3 		$1.42M Hold
8,633
– – 0.49% 36
2021
Q2 		$1.43M Sell
8,633
-146
-2% -$24.8K 0.51% 35
2021
Q1 		$1.4M Buy
8,779
+198
+2% +$33.3K 0.56% 36
2020
Q4 		$1.53M Buy
8,581
+977
+13% +$172K 0.64% 33
2020
Q3 		$1.35M Buy
7,604
+2,124
+39% +$382K 0.57% 30
2020
Q2 		$917K Sell
5,480
-60
-1% -$9.68K 0.44% 32
2020
Q1 		$820K Buy
5,540
+65
+1% +$9.68K 0.41% 29
2019
Q4 		$782K Sell
5,475
-1,026
-16% -$143K 0.37% 37
2019
Q3 		$903K Sell
6,501
-95
-1% -$13.2K 0.47% 34
2019
Q2 		$879K Buy
6,596
+132
+2% +$16.3K 0.46% 35
2019
Q1 		$789K Sell
6,464
-72
-1% -$8.87K 0.44% 40
2018
Q4 		$792K Sell
6,536
-112
-2% -$13K 0.44% 38
2018
Q3 		$750K Sell
6,648
-336
-5% -$38.5K 0.38% 45
2018
Q2 		$829K Buy
6,984
+78
+1% +$9.66K 0.45% 45
2018
Q1 		$869K Sell
6,906
-3,271
-32% -$413K 0.51% 46
2017
Q4 		$1.26M Buy
10,177
+132
+1% +$16K 0.76% 39
2017
Q3 		$1.22M Sell
10,045
-1,948
-16% -$237K 0.79% 37
2017
Q2 		$1.42M Sell
11,993
-484
-4% -$57.9K 0.89% 31
2017
Q1 		$1.48M Buy
12,477
+629
+5% +$73.1K 0.94% 32
2016
Q4 		$1.3M Sell
11,848
-20,038
-63% -$2.33M 0.89% 32
2016
Q3 		$4.01M Buy
31,886
+18,549
+139% +$2.36M 3.27% 7
2016
Q2 		$1.69M Buy
13,337
+13,077
+5,030% +$1.57M 2.05% 15
2016
Q1 		$31K Buy
260
+12
+5% +$1.36K 0.05% 59
2015
Q4 		$25K Sell
248
-202
-45% -$21.4K 0.03% 74
2015
Q3 		$48K Buy
450
+252
+127% +$27.2K 0.07% 50
2015
Q2 		$22K Buy
198
+100
+102% +$11.4K 0.01% 141
2015
Q1 		$11K Sell
98
-5,929
-98% -$694K 0.01% 146
2014
Q4 		$685K Buy
6,027
+5,995
+18,734% +$692K 0.37% 31
2014
Q3 		$4K Hold
32
– – ﹤0.01% 182
2014
Q2 		$4K Hold
32
– – ﹤0.01% 208
2014
Q1 		$4K Buy
+32
New +$3.99K ﹤0.01% 222

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

Winch Advisory Services's GLD Position: Q2 2026 in Review

Winch Advisory Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,273 shares worth $837K. The position accounts for 0.17% of the portfolio, ranked #62.

Winch Advisory Services first reported a position in GLD in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.01M in Q3 2016. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Winch Advisory Services held 2,273 shares of SPDR Gold Trust worth $837K as of Q2 2026.
  • Winch Advisory Services left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.17% of Winch Advisory Services's portfolio in Q2 2026, its #62 holding.
  • Winch Advisory Services first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 50 quarters since.
  • Winch Advisory Services's SPDR Gold Trust position peaked at $4.01M in Q3 2016.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.