626 Financial’s SPDR Gold Trust GLD Stock Holding History

626 Financial’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	$1.27M	Buy	3,445 +93	+3%	+$38.5K	0.49%	33
2026 Q1	$1.44M	Sell	3,352 -150	-4%	-$67.2K	0.64%	31
2025 Q4	$1.39M	Sell	3,502 -410	-10%	-$157K	0.6%	27
2025 Q3	$1.39M	Sell	3,912 -4	-0.1%	-$1.27K	0.61%	28
2025 Q2	$1.19M	Hold	3,916	–	–	0.56%	32
2025 Q1	$1.13M	Sell	3,916 -95	-2%	-$25.1K	0.58%	32
2024 Q4	$971K	Buy	4,011 +135	+3%	+$33.2K	0.52%	33
2024 Q3	$942K	Hold	3,876	–	–	0.52%	38
2024 Q2	$833K	Hold	3,876	–	–	0.48%	42
2024 Q1	$797K	Hold	3,876	–	–	0.48%	42
2023 Q4	$741K	Hold	3,876	–	–	0.49%	41
2023 Q3	$665K	Hold	3,876	–	–	0.45%	48
2023 Q2	$691K	Sell	3,876 -41	-1%	-$7.53K	0.44%	47
2023 Q1	$718K	Hold	3,917	–	–	0.48%	47
2022 Q4	$664K	Sell	3,917 -52	-1%	-$8.38K	0.46%	50
2022 Q3	$614K	Buy	3,969 +457	+13%	+$73.5K	0.5%	48
2022 Q2	$592K	Sell	3,512 -127	-3%	-$22.2K	0.45%	44
2022 Q1	$657K	Hold	3,639	–	–	0.42%	49
2021 Q4	$622K	Buy	+3,639	New	+$611K	0.38%	47
2021 Q1	$657K	Buy	+3,639	New	+$612K	0.42%	49

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

626 Financial's GLD Position: Q2 2026 in Review

626 Financial increased its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,445 shares worth $1.27M. The position accounts for 0.49% of the portfolio, ranked #33.

626 Financial first reported a position in GLD in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

626 Financial held 3,445 shares of SPDR Gold Trust worth $1.27M as of Q2 2026.
626 Financial bought 93 SPDR Gold Trust shares in Q2 2026, an estimated $38.5K.
SPDR Gold Trust made up 0.49% of 626 Financial's portfolio in Q2 2026, its #33 holding.
626 Financial first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 20 quarters since.
626 Financial's SPDR Gold Trust position peaked at $1.44M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.