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Barry Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Barry Investment 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 		$3.93M Sell
10,662
-83
-0.8% -$34.4K 0.82% 27
2026
Q1 		$4.62M Sell
10,745
-13,886
-56% -$6.22M 1.02% 25
2025
Q4 		$9.76M Sell
24,631
-501
-2% -$191K 2.17% 14
2025
Q3 		$8.93M Sell
25,132
-491
-2% -$156K 2.06% 13
2025
Q2 		$7.81M Sell
25,623
-470
-2% -$142K 1.94% 14
2025
Q1 		$7.52M Sell
26,093
-1,050
-4% -$278K 2% 13
2024
Q4 		$6.57M Sell
27,143
-640
-2% -$157K 2.11% 15
2024
Q3 		$6.75M Sell
27,783
-198
-0.7% -$45.3K 2.06% 16
2024
Q2 		$6.02M Sell
27,981
-363
-1% -$78.5K 2.03% 16
2024
Q1 		$5.83M Sell
28,344
-386
-1% -$74.1K 1.94% 17
2023
Q4 		$5.49M Sell
28,730
-3,768
-12% -$691K 1.86% 21
2023
Q3 		$5.57M Sell
32,498
-4,248
-12% -$760K 2.01% 19
2023
Q2 		$6.55M Sell
36,746
-2,904
-7% -$534K 2.21% 17
2023
Q1 		$7.26M Sell
39,650
-9,988
-20% -$1.76M 2.38% 19
2022
Q4 		$8.42M Sell
49,638
-19,274
-28% -$3.1M 2.66% 13
2022
Q3 		$10.7M Sell
68,912
-1,428
-2% -$230K 3.65% 4
2022
Q2 		$11.8M Sell
70,340
-3,524
-5% -$615K 3.55% 5
2022
Q1 		$13.3M Buy
73,864
+262
+0.4% +$46K 3.54% 5
2021
Q4 		$12.6M Buy
73,602
+2,054
+3% +$345K 3.32% 6
2021
Q3 		$11.8M Buy
71,548
+122
+0.2% +$20.4K 3.25% 6
2021
Q2 		$11.8M Buy
71,426
+210
+0.3% +$35.7K 3.17% 6
2021
Q1 		$11.4M Buy
71,216
+2,835
+4% +$476K 3.13% 6
2020
Q4 		$12.2M Buy
68,381
+6,081
+10% +$1.07M 3.6% 6
2020
Q3 		$11M Buy
62,300
+1,205
+2% +$217K 3.79% 4
2020
Q2 		$10.2M Buy
61,095
+57,002
+1,393% +$9.19M 3.62% 4
2020
Q1 		$606K Hold
4,093
– – 0.3% 36
2019
Q4 		$597K Buy
4,093
+398
+11% +$55.6K 0.21% 42
2019
Q3 		$513K Sell
3,695
-381
-9% -$53K 0.19% 41
2019
Q2 		$543K Sell
4,076
-168
-4% -$20.8K 0.19% 44
2019
Q1 		$518K Sell
4,244
-401
-9% -$49.4K 0.16% 46
2018
Q4 		$563K Buy
4,645
+2,413
+108% +$280K 0.21% 45
2018
Q3 		$252K Sell
2,232
-26
-1% -$2.98K 0.08% 64
2018
Q2 		$268K Buy
2,258
+316
+16% +$39.1K 0.1% 61
2018
Q1 		$244K Hold
1,942
– – 0.09% 61
2017
Q4 		$240K Hold
1,942
– – 0.09% 63
2017
Q3 		$236K Hold
1,942
– – 0.09% 63
2017
Q2 		$229K Hold
1,942
– – 0.09% 63
2017
Q1 		$231K Sell
1,942
-1,450
-43% -$169K 0.09% 63
2016
Q4 		$372K Sell
3,392
-395
-10% -$45.9K 0.13% 53
2016
Q3 		$476K Sell
3,787
-344
-8% -$43.8K 0.16% 49
2016
Q2 		$522K Hold
4,131
– – 0.2% 46
2016
Q1 		$486K Buy
4,131
+100
+2% +$11.3K 0.15% 51
2015
Q4 		$409K Buy
4,031
+193
+5% +$20.4K 0.13% 56
2015
Q3 		$410K Buy
+3,838
New +$414K 0.13% 56
2015
Q2 		– Sell
-3,606
Closed -$410K – 55
2015
Q1 		$410K Sell
3,606
-65
-2% -$7.6K 0.13% 58
2014
Q4 		$417K Buy
+3,671
New +$424K 0.14% 55

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Barry Investment Advisors's GLD Position: Q2 2026 in Review

Barry Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 0.77% in Q2 2026, selling an estimated $34.4K and leaving 10,662 shares worth $3.93M. The position accounts for 0.82% of the portfolio, ranked #27.

Barry Investment Advisors first reported a position in GLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.3M in Q1 2022. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Barry Investment Advisors held 10,662 shares of SPDR Gold Trust worth $3.93M as of Q2 2026.
  • Barry Investment Advisors sold 83 SPDR Gold Trust shares in Q2 2026, an estimated $34.4K.
  • SPDR Gold Trust made up 0.82% of Barry Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Barry Investment Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 46 quarters since.
  • Barry Investment Advisors's SPDR Gold Trust position peaked at $13.3M in Q1 2022.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.