AFG
GLD icon

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

Allegheny 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 		$868K Buy
2,356
+79
+3% +$32.7K 0.09% 120
2026
Q1 		$980K Buy
2,277
+4
+0.2% +$1.79K 0.13% 106
2025
Q4 		$901K Sell
2,273
-25
-1% -$9.55K 0.13% 109
2025
Q3 		$817K Sell
2,298
-2,436
-51% -$776K 0.15% 111
2025
Q2 		$1.44M Buy
4,734
+3,015
+175% +$913K 0.32% 60
2025
Q1 		$495K Buy
1,719
+16
+0.9% +$4.23K 0.13% 129
2024
Q4 		$412K Sell
1,703
-230
-12% -$56.5K 0.11% 145
2024
Q3 		$470K Hold
1,933
– – 0.12% 150
2024
Q2 		$416K Buy
1,933
+328
+20% +$70.9K 0.12% 141
2024
Q1 		$330K Sell
1,605
-1,120
-41% -$215K 0.1% 158
2023
Q4 		$521K Buy
2,725
+931
+52% +$171K 0.17% 113
2023
Q3 		$308K Buy
1,794
+345
+24% +$61.7K 0.12% 144
2023
Q2 		$258K Sell
1,449
-235
-14% -$43.2K 0.12% 130
2023
Q1 		$309K Buy
1,684
+493
+41% +$86.7K 0.12% 127
2022
Q4 		$202K Buy
+1,191
New +$192K 0.08% 160
2022
Q3 		– Sell
-1,191
Closed -$201K – 170
2022
Q2 		$201K Buy
1,191
+41
+4% +$7.16K 0.09% 152
2022
Q1 		$208K Buy
+1,150
New +$202K 0.09% 150
2021
Q1 		– Sell
-1,588
Closed -$283K – 102
2020
Q4 		$283K Buy
+1,588
New +$280K 0.15% 98

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
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
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

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

Allegheny Financial Group increased its SPDR Gold Trust (GLD) stake by 3.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,356 shares worth $868K. The position accounts for 0.09% of the portfolio, ranked #120.

Allegheny Financial Group first reported a position in GLD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.44M in Q2 2025. 1,297 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Allegheny Financial Group held 2,356 shares of SPDR Gold Trust worth $868K as of Q2 2026.
  • Allegheny Financial Group bought 79 SPDR Gold Trust shares in Q2 2026, an estimated $32.7K.
  • SPDR Gold Trust made up 0.09% of Allegheny Financial Group's portfolio in Q2 2026, its #120 holding.
  • Allegheny Financial Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 18 quarters since.
  • Allegheny Financial Group's SPDR Gold Trust position peaked at $1.44M in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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