B.O.S.S. Retirement Advisors’s SPDR Gold Trust GLD Stock Holding History

B.O.S.S. Retirement 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	$1.2M	Buy	3,244 +161	+5%	+$66.7K	0.32%	53
2026 Q1	$1.33M	Sell	3,083 -79	-2%	-$35.4K	0.4%	51
2025 Q4	$1.25M	Sell	3,162 -931	-23%	-$356K	0.39%	54
2025 Q3	$1.46M	Sell	4,093 -215	-5%	-$68.5K	0.35%	59
2025 Q2	$1.31M	Sell	4,308 -180	-4%	-$54.5K	0.33%	62
2025 Q1	$1.29M	Buy	4,488 +57	+1%	+$15.1K	0.38%	58
2024 Q4	$1.07M	Buy	+4,431	New	+$1.09M	0.3%	72
2024 Q1	–	Sell	-7,658	Closed	-$1.46M	–	168
2023 Q4	$1.46M	Sell	7,658 -2,494	-25%	-$457K	0.28%	124
2023 Q3	$1.74M	Sell	10,152 -522	-5%	-$93.3K	0.37%	92
2023 Q2	$1.9M	Buy	10,674 +619	+6%	+$114K	0.4%	84
2023 Q1	$1.84M	Sell	10,055 -373	-4%	-$65.6K	0.43%	92
2022 Q4	$1.77M	Buy	+10,428	New	+$1.68M	0.45%	89

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

B.O.S.S. Retirement Advisors's GLD Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its SPDR Gold Trust (GLD) stake by 5.2% in Q2 2026, buying an estimated $66.7K and bringing the position to 3,244 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #53.

B.O.S.S. Retirement Advisors first reported a position in GLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.9M in Q2 2023. 1,346 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

B.O.S.S. Retirement Advisors held 3,244 shares of SPDR Gold Trust worth $1.2M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 161 SPDR Gold Trust shares in Q2 2026, an estimated $66.7K.
SPDR Gold Trust made up 0.32% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #53 holding.
B.O.S.S. Retirement Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's SPDR Gold Trust position peaked at $1.9M in Q2 2023.
1,346 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.