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AA Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

AA Financial 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 		$233K Hold
633
– – 0.03% 214
2026
Q1 		$272K Sell
633
-28
-4% -$12.5K 0.04% 189
2025
Q4 		$262K Buy
661
+28
+4% +$10.7K 0.05% 183
2025
Q3 		$225K Sell
633
-68
-10% -$21.7K 0.04% 181
2025
Q2 		$214K Hold
701
– – 0.05% 178
2025
Q1 		$202K Buy
+701
New +$185K 0.05% 172

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AA Financial Advisors's GLD Position: Q2 2026 in Review

AA Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 633 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #214.

AA Financial Advisors first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • AA Financial Advisors held 633 shares of SPDR Gold Trust worth $233K as of Q2 2026.
  • AA Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #214 holding.
  • AA Financial Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • AA Financial Advisors's SPDR Gold Trust position peaked at $272K in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.