Stonebridge Financial Group, LLC/CA’s SPDR Gold Trust GLD Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.94M	Buy	+5,263	New	+$2.18M	0.27%	73

Other funds holding GLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's GLD Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 5,263 shares worth $1.94M. The stake represents 0.27% of the portfolio and ranks #73 among its holdings.

2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 5,263 shares of SPDR Gold Trust worth $1.94M as of Q2 2026.
SPDR Gold Trust was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
SPDR Gold Trust made up 0.27% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #73 holding.
2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.