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Affinity Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Affinity Capital 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 		– Sell
-471
Closed -$203K – 209
2026
Q1 		$203K Buy
+471
New +$211K 0.03% 175
2025
Q3 		– Sell
-671
Closed -$205K – 159
2025
Q2 		$205K Buy
+671
New +$203K 0.04% 155
2023
Q4 		– Sell
-1,318
Closed -$226K – 137
2023
Q3 		$226K Sell
1,318
-108
-8% -$19.3K 0.06% 118
2023
Q2 		$254K Sell
1,426
-289
-17% -$53.1K 0.07% 107
2023
Q1 		$314K Sell
1,715
-200
-10% -$35.2K 0.1% 94
2022
Q4 		$325K Sell
1,915
-205
-10% -$33K 0.11% 81
2022
Q3 		$328K Hold
2,120
– – 0.11% 77
2022
Q2 		$357K Sell
2,120
-70
-3% -$12.2K 0.12% 75
2022
Q1 		$396K Buy
+2,190
New +$384K 0.12% 76

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Affinity Capital Advisors's GLD Position: Q2 2026 in Review

Affinity Capital Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 471 shares — an estimated $203K sold.

Affinity Capital Advisors first reported a position in GLD in Q1 2022 and held it in 9 quarters. The position peaked at $396K in Q1 2022. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Affinity Capital Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 471 SPDR Gold Trust shares in Q2 2026, an estimated $203K.
  • Affinity Capital Advisors first reported a position in SPDR Gold Trust in Q1 2022 and held it in 9 quarters.
  • Affinity Capital Advisors's SPDR Gold Trust position peaked at $396K in Q1 2022.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.