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Albion Financial Group’s SPDR Gold Trust GLD Stock Holding History

Albion Financial 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 		$790K Hold
2,144
– – 0.05% 123
2026
Q1 		$923K Buy
2,144
+4
+0.2% +$1.79K 0.06% 110
2025
Q4 		$848K Hold
2,140
– – 0.05% 117
2025
Q3 		$761K Hold
2,140
– – 0.05% 120
2025
Q2 		$652K Hold
2,140
– – 0.04% 126
2025
Q1 		$617K Hold
2,140
– – 0.04% 139
2024
Q4 		$518K Hold
2,140
– – 0.04% 142
2024
Q3 		$520K Sell
2,140
-20
-0.9% -$4.58K 0.04% 138
2024
Q2 		$464K Hold
2,160
– – 0.04% 143
2024
Q1 		$444K Hold
2,160
– – 0.03% 145
2023
Q4 		$413K Hold
2,160
– – 0.03% 147
2023
Q3 		$370K Hold
2,160
– – 0.03% 142
2023
Q2 		$385K Hold
2,160
– – 0.03% 144
2023
Q1 		$396K Sell
2,160
-1,200
-36% -$211K 0.04% 140
2022
Q4 		$570K Buy
3,360
+1,200
+56% +$193K 0.06% 127
2022
Q3 		$334K Hold
2,160
– – 0.03% 144
2022
Q2 		$364K Hold
2,160
– – 0.04% 146
2022
Q1 		$390K Hold
2,160
– – 0.03% 165
2021
Q4 		$369K Hold
2,160
– – 0.03% 177
2021
Q3 		$355K Hold
2,160
– – 0.03% 159
2021
Q2 		$358K Buy
+2,160
New +$367K 0.03% 157
2020
Q4 		$182K Buy
+1,020
New +$180K 0.02% 185
2016
Q4 		– Sell
-1,725
Closed -$217K – 191
2016
Q3 		$217K Sell
1,725
-30
-2% -$3.82K 0.04% 166
2016
Q2 		$222K Hold
1,755
– – 0.04% 160
2016
Q1 		$206K Buy
+1,755
New +$199K 0.04% 166
2015
Q3 		– Sell
-1,805
Closed -$203K – 185
2015
Q2 		$203K Hold
1,805
– – 0.03% 169
2015
Q1 		$205K Hold
1,805
– – 0.03% 164
2014
Q4 		$205K Buy
+1,805
New +$208K 0.04% 163
2013
Q4 		– Sell
-1,588
Closed -$204K – 178
2013
Q3 		$204K Buy
+1,588
New +$204K 0.04% 158

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Albion Financial Group's GLD Position: Q2 2026 in Review

Albion Financial Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,144 shares worth $790K. The position accounts for 0.05% of the portfolio, ranked #123.

Albion Financial Group first reported a position in GLD in Q3 2013 and has held it in 29 quarters since. The position peaked at $923K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Albion Financial Group held 2,144 shares of SPDR Gold Trust worth $790K as of Q2 2026.
  • Albion Financial Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of Albion Financial Group's portfolio in Q2 2026, its #123 holding.
  • Albion Financial Group first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 29 quarters since.
  • Albion Financial Group's SPDR Gold Trust position peaked at $923K in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.