BPFA
GLD icon

Barnes Pettey Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Barnes Pettey Financial 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 		$291K Hold
789
– – 0.09% 143
2026
Q1 		$339K Sell
789
-9
-1% -$4.03K 0.15% 116
2025
Q4 		$316K Hold
798
– – 0.16% 107
2025
Q3 		$284K Buy
+798
New +$254K 0.16% 105
2022
Q4 		– Sell
-2,536
Closed -$392K – 103
2022
Q3 		$392K Hold
2,536
– – 0.54% 49
2022
Q2 		$427K Hold
2,536
– – 0.55% 51
2022
Q1 		$458K Sell
2,536
-3
-0.1% -$526 0.55% 51
2021
Q4 		$434K Buy
+2,539
New +$426K 0.5% 49

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 $44.6B AUM 28.94% 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

Barnes Pettey Financial Advisors's GLD Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 789 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #143.

Barnes Pettey Financial Advisors first reported a position in GLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $458K in Q1 2022. 1,364 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Barnes Pettey Financial Advisors held 789 shares of SPDR Gold Trust worth $291K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.09% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Barnes Pettey Financial Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 8 quarters since.
  • Barnes Pettey Financial Advisors's SPDR Gold Trust position peaked at $458K in Q1 2022.
  • 1,364 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.