Allen Mooney & Barnes Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Allen Mooney & Barnes Investment 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	$794K	Buy	2,156 +30	+1%	+$12.4K	0.12%	77
2026 Q1	$915K	Sell	2,126 -9	-0.4%	-$4.03K	0.13%	79
2025 Q4	$846K	Sell	2,135 -24	-1%	-$9.17K	0.13%	78
2025 Q3	$767K	Hold	2,159	–	–	0.12%	80
2025 Q2	$658K	Hold	2,159	–	–	0.11%	86
2025 Q1	$622K	Hold	2,159	–	–	0.1%	90
2024 Q4	$523K	Buy	2,159 +64	+3%	+$15.7K	0.09%	99
2024 Q3	$509K	Hold	2,095	–	–	0.09%	100
2024 Q2	$450K	Hold	2,095	–	–	0.08%	109
2024 Q1	$460K	Hold	2,095	–	–	0.09%	109
2023 Q4	$401K	Hold	2,095	–	–	0.08%	113
2023 Q3	$359K	Hold	2,095	–	–	0.08%	107
2023 Q2	$373K	Buy	+2,095	New	+$385K	0.08%	103
2022 Q4	–	Sell	-1,470	Closed	-$227K	–	135
2022 Q3	$227K	Hold	1,470	–	–	0.06%	123
2022 Q2	$248K	Sell	1,470 -202	-12%	-$35.3K	0.06%	122
2022 Q1	$302K	Buy	+1,672	New	+$293K	0.07%	124

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 $43.3B AUM 29.3% 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

Allen Mooney & Barnes Investment Advisors's GLD Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,156 shares worth $794K. The position accounts for 0.12% of the portfolio, ranked #77.

Allen Mooney & Barnes Investment Advisors first reported a position in GLD in Q1 2022 and has held it in 16 quarters since. The position peaked at $915K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 2,156 shares of SPDR Gold Trust worth $794K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors bought 30 SPDR Gold Trust shares in Q2 2026, an estimated $12.4K.
SPDR Gold Trust made up 0.12% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #77 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 16 quarters since.
Allen Mooney & Barnes Investment Advisors's SPDR Gold Trust position peaked at $915K in Q1 2026.
1,319 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.