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Apollon Financial’s SPDR Gold Trust GLD Stock Holding History

Apollon Financial’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 		$5.89M Sell
15,988
-499
-3% -$207K 0.69% 36
2026
Q1 		$7.09M Buy
16,487
+1,495
+10% +$670K 0.98% 23
2025
Q4 		$5.94M Buy
14,992
+2,818
+23% +$1.08M 0.86% 31
2025
Q3 		$4.33M Buy
12,174
+222
+2% +$70.7K 0.72% 35
2025
Q2 		$3.64M Buy
11,952
+379
+3% +$115K 0.76% 31
2025
Q1 		$3.33M Buy
11,573
+997
+9% +$264K 0.78% 31
2024
Q4 		$2.56M Buy
10,576
+7,764
+276% +$1.91M 0.63% 40
2024
Q3 		$683K Buy
2,812
+3
+0.1% +$687 0.2% 81
2024
Q2 		$604K Buy
2,809
+47
+2% +$10.2K 0.2% 79
2024
Q1 		$568K Hold
2,762
– – 0.2% 85
2023
Q4 		$528K Buy
+2,762
New +$506K 0.21% 82

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Apollon Financial's GLD Position: Q2 2026 in Review

Apollon Financial reduced its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, selling an estimated $207K and leaving 15,988 shares worth $5.89M. The position accounts for 0.69% of the portfolio, ranked #36.

Apollon Financial first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.09M in Q1 2026. 875 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Apollon Financial held 15,988 shares of SPDR Gold Trust worth $5.89M as of Q2 2026.
  • Apollon Financial sold 499 SPDR Gold Trust shares in Q2 2026, an estimated $207K.
  • SPDR Gold Trust made up 0.69% of Apollon Financial's portfolio in Q2 2026, its #36 holding.
  • Apollon Financial first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Apollon Financial's SPDR Gold Trust position peaked at $7.09M in Q1 2026.
  • 875 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.