Ardent Capital Management’s SPDR Gold Trust GLD Stock Holding History

Ardent Capital Management’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	$516K	Hold	1,400	–	–	0.21%	31
2026 Q1	$602K	Hold	1,400	–	–	0.26%	31
2025 Q4	$555K	Hold	1,400	–	–	0.22%	35
2025 Q3	$498K	Hold	1,400	–	–	0.21%	35
2025 Q2	$427K	Hold	1,400	–	–	0.2%	33
2025 Q1	$403K	Hold	1,400	–	–	0.17%	35
2024 Q4	$339K	Buy	1,400 +400	+40%	+$98.3K	0.15%	36
2024 Q3	$243K	Hold	1,000	–	–	0.11%	40
2024 Q2	$215K	Hold	1,000	–	–	0.11%	40
2024 Q1	$206K	Sell	1,000 -150	-13%	-$28.8K	0.1%	46
2023 Q4	$220K	Buy	+1,150	New	+$211K	0.12%	45

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

Ardent Capital Management's GLD Position: Q2 2026 in Review

Ardent Capital Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,400 shares worth $516K. The position accounts for 0.21% of the portfolio, ranked #31.

Ardent Capital Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q1 2026. 655 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ardent Capital Management held 1,400 shares of SPDR Gold Trust worth $516K as of Q2 2026.
Ardent Capital Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.21% of Ardent Capital Management's portfolio in Q2 2026, its #31 holding.
Ardent Capital Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Ardent Capital Management's SPDR Gold Trust position peaked at $602K in Q1 2026.
655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.