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A&I Financial Services’s SPDR Gold Trust GLD Stock Holding History

A&I Financial Services’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 		$253K Hold
687
– – 0.11% 66
2026
Q1 		$296K Hold
687
– – 0.14% 61
2025
Q4 		$272K Sell
687
-198
-22% -$75.6K 0.13% 66
2025
Q3 		$315K Hold
885
– – 0.15% 61
2025
Q2 		$270K Buy
885
+12
+1% +$3.63K 0.15% 64
2025
Q1 		$252K Hold
873
– – 0.17% 66
2024
Q4 		$211K Buy
+873
New +$215K 0.21% 68

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

A&I Financial Services's GLD Position: Q2 2026 in Review

A&I Financial Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 687 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #66.

A&I Financial Services first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • A&I Financial Services held 687 shares of SPDR Gold Trust worth $253K as of Q2 2026.
  • A&I Financial Services left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.11% of A&I Financial Services's portfolio in Q2 2026, its #66 holding.
  • A&I Financial Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • A&I Financial Services's SPDR Gold Trust position peaked at $315K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.