Stonehage Fleming Financial Services Holdings Ltd GLD — SPDR GOLD TRUST

Ownership history in Stonehage Fleming Financial Services Holdings Ltd  ·  29 quarters on record

AI Ownership Summary

Stonehage Fleming Financial Services Holdings Ltd reported SPDR GOLD TRUST (GLD) in 29 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows GLD at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonehage Fleming Financial Services Holdings Ltd's position in SPDR GOLD TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GLD was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stonehage Fleming Financial Services Holdings Ltd held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 17.2% +2.9% ❌ 27,236 -5,643 -17.2% 0.34% $10.0M 2026-08-17 $405.49
2026 Q1 REDUCED 20.3% -14.3% ✅ 32,879 -8,367 -20.3% 0.51% $14.1M 2026-05-13 $430.50
2025 Q4 REDUCED 7.7% +8.6% ❌ 41,246 -3,450 -7.7% 0.50% $16.3M 2026-01-13 $421.63
2025 Q3 UNCHANGED — — — 44,696 — 0% 0.45% $15.9M 2025-11-03 $368.78
2025 Q2 UNCHANGED — — — 44,696 — 0% 0.40% $13.6M 2025-07-25 $307.40
2025 Q1 ADDED — — — 44,696 +26 +0.1% 0.45% $12.9M 2025-05-14 $293.16
2024 Q4 UNCHANGED — — — 44,670 — 0% 0.30% $10.8M 2025-01-22 $254.43
2024 Q3 REDUCED — — — 44,670 -237 -0.5% 0.29% $10.9M 2024-11-08 $247.96
2024 Q2 ADDED — — — 44,907 +1,260 +2.9% 0.26% $9.7M 2024-08-05 $222.48
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stonehage Fleming Financial Services Holdings Ltd and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonehage Fleming Financial Services Holdings Ltd reported owning GLD?

Stonehage Fleming Financial Services Holdings Ltd reported GLD across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GLD position in Stonehage Fleming Financial Services Holdings Ltd's portfolio?

The largest reported portfolio weight for GLD was 0.51% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q2, when Stonehage Fleming Financial Services Holdings Ltd reported 27,236 shares, equal to 0.34% of portfolio, with an estimated market value of $10.0M.

What does the chart on this GLD ownership page compare?

The chart compares Stonehage Fleming Financial Services Holdings Ltd's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stonehage Fleming Financial Services Holdings Ltd time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Stonehage Fleming Financial Services Holdings Ltd correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on GLD relative to SPY over the holding period was +31.4%.

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