AFG Fiduciary Services’s SPDR Gold Trust GLD Stock Holding History

AFG Fiduciary 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	$4.91M	Sell	12,995 -126	-1%	-$52.2K	3.82%	6
2026 Q1	$5.61M	Sell	13,121 -41	-0.3%	-$18.4K	3.28%	10
2025 Q4	$5.24M	Sell	13,162 -499	-4%	-$191K	3.11%	9
2025 Q3	$4.86M	Sell	13,661 -50	-0.4%	-$15.9K	2.8%	9
2025 Q2	$4.22M	Sell	13,711 -4,893	-26%	-$1.48M	2.69%	9
2025 Q1	$5.31M	Buy	18,604 +70	+0.4%	+$18.5K	3.89%	8
2024 Q4	$4.61M	Sell	18,534 -6,136	-25%	-$1.51M	3.26%	7
2024 Q3	$6.06M	Buy	24,670 +132	+0.5%	+$30.2K	4.08%	6
2024 Q2	$5.44M	Sell	24,538 -2,270	-8%	-$491K	3.8%	7
2024 Q1	$5.84M	Buy	26,808 +996	+4%	+$191K	4.32%	7
2023 Q4	$4.85M	Buy	+25,812	New	+$4.73M	3.94%	6

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

AFG Fiduciary Services's GLD Position: Q2 2026 in Review

AFG Fiduciary Services reduced its SPDR Gold Trust (GLD) stake by 0.96% in Q2 2026, selling an estimated $52.2K and leaving 12,995 shares worth $4.91M. The position accounts for 3.82% of the portfolio, ranked #6.

AFG Fiduciary Services first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.06M in Q3 2024. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

AFG Fiduciary Services held 12,995 shares of SPDR Gold Trust worth $4.91M as of Q2 2026.
AFG Fiduciary Services sold 126 SPDR Gold Trust shares in Q2 2026, an estimated $52.2K.
SPDR Gold Trust made up 3.82% of AFG Fiduciary Services's portfolio in Q2 2026, its #6 holding.
AFG Fiduciary Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
AFG Fiduciary Services's SPDR Gold Trust position peaked at $6.06M in Q3 2024.
629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.