Access Financial Services’s SPDR Gold Trust GLD Stock Holding History

Access 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	$1.48M	Buy	4,065 +475	+13%	+$197K	0.48%	40
2026 Q1	$1.54M	Sell	3,590 -62	-2%	-$27.8K	0.55%	33
2025 Q4	$1.43M	Sell	3,652 -365	-9%	-$139K	0.52%	35
2025 Q3	$1.43M	Sell	4,017 -32	-0.8%	-$10.2K	0.52%	39
2025 Q2	$1.23M	Sell	4,049 -41	-1%	-$12.4K	0.47%	46
2025 Q1	$1.18M	Sell	4,090 -40	-1%	-$10.6K	0.47%	48
2024 Q4	$1,000K	Sell	4,130 -50	-1%	-$12.3K	0.45%	60
2024 Q3	$1.02M	Sell	4,180 -50	-1%	-$11.4K	0.47%	61
2024 Q2	$909K	Sell	4,230 -55	-1%	-$11.9K	0.41%	62
2024 Q1	$882K	Sell	4,285 -45	-1%	-$8.64K	0.39%	61
2023 Q4	$828K	Sell	4,330 -40	-0.9%	-$7.33K	0.43%	63
2023 Q3	$749K	Sell	4,370 -57	-1%	-$10.2K	0.45%	60
2023 Q2	$789K	Sell	4,427 -43	-1%	-$7.9K	0.46%	60
2023 Q1	$819K	Hold	4,470	–	–	0.5%	60
2022 Q4	$758K	Sell	4,470 -395	-8%	-$63.6K	0.46%	63
2022 Q3	$752K	Hold	4,865	–	–	0.49%	62
2022 Q2	$820K	Buy	4,865 +70	+1%	+$12.2K	0.47%	65
2022 Q1	$866K	Hold	4,795	–	–	0.41%	68
2021 Q4	$820K	Sell	4,795 -41	-0.8%	-$6.88K	0.37%	72
2021 Q3	$794K	Hold	4,836	–	–	0.36%	74
2021 Q2	$801K	Hold	4,836	–	–	0.37%	73
2021 Q1	$774K	Buy	4,836 +288	+6%	+$48.4K	0.36%	63
2020 Q4	$811K	Buy	4,548 +2	+0%	+$352	0.4%	60
2020 Q3	$805K	Buy	4,546 +71	+2%	+$12.8K	0.43%	52
2020 Q2	$749K	Hold	4,475	–	–	0.49%	49
2020 Q1	$663K	Hold	4,475	–	–	0.53%	40
2019 Q4	$639K	Hold	4,475	–	–	0.37%	55
2019 Q3	$621K	Hold	4,475	–	–	0.44%	50
2019 Q2	$596K	Sell	4,475 -60	-1%	-$7.42K	0.45%	50
2019 Q1	$553K	Hold	4,535	–	–	0.44%	47
2018 Q4	$550K	Hold	4,535	–	–	0.49%	48
2018 Q3	$511K	Hold	4,535	–	–	0.35%	48
2018 Q2	$538K	Hold	4,535	–	–	0.38%	49
2018 Q1	$570K	Hold	4,535	–	–	0.42%	47
2017 Q4	$561K	Hold	4,535	–	–	0.39%	50
2017 Q3	$551K	Hold	4,535	–	–	0.42%	52
2017 Q2	$535K	Hold	4,535	–	–	0.44%	51
2017 Q1	$538K	Hold	4,535	–	–	0.45%	49
2016 Q4	$497K	Buy	+4,535	New	+$526K	0.45%	46

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Access Financial Services's GLD Position: Q2 2026 in Review

Access Financial Services increased its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, buying an estimated $197K and bringing the position to 4,065 shares worth $1.48M. The position accounts for 0.48% of the portfolio, ranked #40.

Access Financial Services first reported a position in GLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.54M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Access Financial Services held 4,065 shares of SPDR Gold Trust worth $1.48M as of Q2 2026.
Access Financial Services bought 475 SPDR Gold Trust shares in Q2 2026, an estimated $197K.
SPDR Gold Trust made up 0.48% of Access Financial Services's portfolio in Q2 2026, its #40 holding.
Access Financial Services first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 39 quarters since.
Access Financial Services's SPDR Gold Trust position peaked at $1.54M in Q1 2026.
1,297 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.