1620 Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

1620 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	$404K	Hold	1,096	–	–	0.25%	109
2026 Q1	$472K	Sell	1,096 -9	-0.8%	-$4.03K	0.32%	90
2025 Q4	$438K	Buy	1,105 +21	+2%	+$8.02K	0.29%	98
2025 Q3	$385K	Buy	1,084 +175	+19%	+$55.8K	0.26%	112
2025 Q2	$277K	Buy	909 +20	+2%	+$6.06K	0.2%	127
2025 Q1	$256K	Buy	889 +71	+9%	+$18.8K	0.2%	133
2024 Q4	$198K	Buy	818 +20	+3%	+$4.92K	0.15%	153
2024 Q3	$194K	Hold	798	–	–	0.14%	156
2024 Q2	$172K	Buy	+798	New	+$173K	0.13%	166

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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

1620 Investment Advisors's GLD Position: Q2 2026 in Review

1620 Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,096 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #109.

1620 Investment Advisors first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $472K in Q1 2026. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

1620 Investment Advisors held 1,096 shares of SPDR Gold Trust worth $404K as of Q2 2026.
1620 Investment Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.25% of 1620 Investment Advisors's portfolio in Q2 2026, its #109 holding.
1620 Investment Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's SPDR Gold Trust position peaked at $472K in Q1 2026.
918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.