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Baron Financial Group’s SPDR Gold Trust GLD Stock Holding History

Baron Financial Group’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
15,992
-290
-2% -$120K 2.81% 11
2026
Q1 		$7.01M Sell
16,282
-1,447
-8% -$648K 3.78% 6
2025
Q4 		$7.03M Sell
17,729
-1,638
-8% -$626K 3.77% 6
2025
Q3 		$6.88M Sell
19,367
-1,364
-7% -$435K 3.77% 6
2025
Q2 		$6.32M Sell
20,731
-1,642
-7% -$497K 3.71% 6
2025
Q1 		$6.45M Sell
22,373
-362
-2% -$95.7K 4.06% 5
2024
Q4 		$5.5M Sell
22,735
-362
-2% -$89K 3.41% 7
2024
Q3 		$5.61M Sell
23,097
-813
-3% -$186K 3.43% 9
2024
Q2 		$5.14M Sell
23,910
-1,180
-5% -$255K 3.27% 8
2024
Q1 		$5.16M Buy
25,090
+160
+0.6% +$30.7K 3.19% 9
2023
Q4 		$4.77M Sell
24,930
-410
-2% -$75.1K 3.04% 9
2023
Q3 		$4.34M Buy
25,340
+65
+0.3% +$11.6K 2.82% 10
2023
Q2 		$4.51M Sell
25,275
-725
-3% -$133K 2.78% 11
2023
Q1 		$4.76M Sell
26,000
-705
-3% -$124K 3.02% 10
2022
Q4 		$4.53M Sell
26,705
-1,250
-4% -$201K 3% 9
2022
Q3 		$4.32M Sell
27,955
-405
-1% -$65.1K 2.91% 10
2022
Q2 		$4.78M Sell
28,360
-1,075
-4% -$188K 3.16% 10
2022
Q1 		$5.32M Sell
29,435
-440
-1% -$77.2K 3.09% 10
2021
Q4 		$5.11M Buy
29,875
+820
+3% +$138K 2.89% 11
2021
Q3 		$4.77M Buy
29,055
+964
+3% +$161K 2.9% 10
2021
Q2 		$4.65M Buy
28,091
+975
+4% +$166K 2.89% 12
2021
Q1 		$4.34M Buy
27,116
+2,570
+10% +$432K 2.99% 10
2020
Q4 		$4.38M Buy
24,546
+745
+3% +$131K 3.5% 8
2020
Q3 		$4.22M Buy
+23,801
New +$4.28M 3.96% 6

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
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

Baron Financial Group's GLD Position: Q2 2026 in Review

Baron Financial Group reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, selling an estimated $120K and leaving 15,992 shares worth $5.89M. The position accounts for 2.81% of the portfolio, ranked #11.

Baron Financial Group first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.03M in Q4 2025. 651 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Baron Financial Group held 15,992 shares of SPDR Gold Trust worth $5.89M as of Q2 2026.
  • Baron Financial Group sold 290 SPDR Gold Trust shares in Q2 2026, an estimated $120K.
  • SPDR Gold Trust made up 2.81% of Baron Financial Group's portfolio in Q2 2026, its #11 holding.
  • Baron Financial Group first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's SPDR Gold Trust position peaked at $7.03M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.