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YHB Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

YHB Investment Advisors’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 		$5.99M Sell
16,270
-215
-1% -$89.1K 0.38% 65
2026
Q1 		$7.09M Sell
16,485
-130
-0.8% -$58.2K 0.51% 58
2025
Q4 		$6.58M Sell
16,615
-3
-0% -$1.15K 0.45% 58
2025
Q3 		$5.91M Buy
16,618
+200
+1% +$63.7K 0.43% 63
2025
Q2 		$5M Buy
16,418
+48
+0.3% +$14.5K 0.39% 71
2025
Q1 		$4.72M Buy
16,370
+420
+3% +$111K 0.39% 70
2024
Q4 		$3.86M Buy
15,950
+5
+0% +$1.23K 0.32% 80
2024
Q3 		$3.88M Sell
15,945
-15
-0.1% -$3.44K 0.32% 78
2024
Q2 		$3.43M Sell
15,960
-16
-0.1% -$3.46K 0.3% 80
2024
Q1 		$3.29M Sell
15,976
-325
-2% -$62.4K 0.29% 83
2023
Q4 		$3.12M Sell
16,301
-645
-4% -$118K 0.3% 83
2023
Q3 		$2.91M Hold
16,946
– – 0.27% 93
2023
Q2 		$3.02M Sell
16,946
-7,812
-32% -$1.44M 0.28% 94
2023
Q1 		$4.54M Sell
24,758
-260
-1% -$45.8K 0.45% 62
2022
Q4 		$4.24M Sell
25,018
-45
-0.2% -$7.25K 0.45% 59
2022
Q3 		$3.88M Buy
25,063
+1,076
+4% +$173K 0.43% 64
2022
Q2 		$4.04M Hold
23,987
– – 0.43% 67
2022
Q1 		$4.33M Buy
23,987
+4
+0% +$702 0.38% 73
2021
Q4 		$4.1M Sell
23,983
-91
-0.4% -$15.3K 0.32% 78
2021
Q3 		$3.95M Buy
24,074
+137
+0.6% +$22.9K 0.34% 79
2021
Q2 		$3.96M Hold
23,937
– – 0.34% 81
2021
Q1 		$3.98M Sell
23,937
-870
-4% -$146K 0.34% 77
2020
Q4 		$4.42M Sell
24,807
-140
-0.6% -$24.7K 0.42% 68
2020
Q3 		$4.42M Buy
+24,947
New +$4.48M 0.48% 60

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

YHB Investment Advisors's GLD Position: Q2 2026 in Review

YHB Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, selling an estimated $89.1K and leaving 16,270 shares worth $5.99M. The position accounts for 0.38% of the portfolio, ranked #65.

YHB Investment Advisors first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.09M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • YHB Investment Advisors held 16,270 shares of SPDR Gold Trust worth $5.99M as of Q2 2026.
  • YHB Investment Advisors sold 215 SPDR Gold Trust shares in Q2 2026, an estimated $89.1K.
  • SPDR Gold Trust made up 0.38% of YHB Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • YHB Investment Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's SPDR Gold Trust position peaked at $7.09M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.