Advocate Group’s SPDR Gold Trust GLD Stock Holding History

Advocate Group’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	–	Sell	-480	Closed	-$207K	–	128
2026 Q1	$207K	Buy	+480	New	+$215K	0.03%	125

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 $44.6B AUM 28.94% 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

Advocate Group's GLD Position: Q2 2026 in Review

Advocate Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 480 shares — an estimated $207K sold.

Advocate Group first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Advocate Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Advocate Group sold 480 SPDR Gold Trust shares in Q2 2026, an estimated $207K.
Advocate Group first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
Advocate Group's SPDR Gold Trust position peaked at $207K in Q1 2026.
1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.