SHFL
GLD icon

Seven Hills Financial, LLC’s SPDR Gold Trust GLD Stock Holding History

Seven Hills Financial, LLC’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
Q3 		$276K Buy
+724
New +$283K 0.17% 80

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Seven Hills Financial, LLC's GLD Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 724 shares worth $276K. The stake represents 0.17% of the portfolio and ranks #80 among its holdings.

270 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Seven Hills Financial, LLC held 724 shares of SPDR Gold Trust worth $276K as of Q3 2026.
  • SPDR Gold Trust was a new Seven Hills Financial, LLC position in Q3 2026.
  • SPDR Gold Trust made up 0.17% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #80 holding.
  • 270 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.