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Beacon Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Beacon Financial Advisory’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 		$374K Sell
1,014
-112
-10% -$46.4K 0.07% 295
2026
Q1 		$485K Buy
1,126
+185
+20% +$82.9K 0.11% 235
2025
Q4 		$373K Buy
941
+58
+7% +$22.1K 0.09% 259
2025
Q3 		$314K Hold
883
– – 0.07% 287
2025
Q2 		$269K Buy
883
+96
+12% +$29.1K 0.07% 288
2025
Q1 		$227K Buy
+787
New +$208K 0.07% 298
2024
Q2 		– Sell
-1,111
Closed -$229K – 294
2024
Q1 		$229K Sell
1,111
-183
-14% -$35.1K 0.11% 216
2023
Q4 		$247K Hold
1,294
– – 0.12% 213
2023
Q3 		$222K Hold
1,294
– – 0.12% 202
2023
Q2 		$231K Hold
1,294
– – 0.13% 193
2023
Q1 		$237K Hold
1,294
– – 0.15% 180
2022
Q4 		$220K Buy
+1,294
New +$208K 0.16% 169
2022
Q3 		– Sell
-1,716
Closed -$289K – 200
2022
Q2 		$289K Sell
1,716
-433
-20% -$75.6K 0.16% 163
2022
Q1 		$388K Buy
2,149
+489
+29% +$85.8K 0.19% 148
2021
Q4 		$284K Hold
1,660
– – 0.13% 188
2021
Q3 		$273K Sell
1,660
-2
-0.1% -$335 0.14% 180
2021
Q2 		$275K Sell
1,662
-40
-2% -$6.8K 0.15% 173
2021
Q1 		$272K Buy
1,702
+433
+34% +$72.8K 0.16% 166
2020
Q4 		$226K Sell
1,269
-92
-7% -$16.2K 0.15% 172
2020
Q3 		$241K Buy
1,361
+142
+12% +$25.5K 0.21% 144
2020
Q2 		$204K Buy
+1,219
New +$197K 0.22% 132

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beacon Financial Advisory's GLD Position: Q2 2026 in Review

Beacon Financial Advisory reduced its SPDR Gold Trust (GLD) stake by 9.9% in Q2 2026, selling an estimated $46.4K and leaving 1,014 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #295.

Beacon Financial Advisory first reported a position in GLD in Q2 2020 and has held it in 21 quarters since. The position peaked at $485K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Beacon Financial Advisory held 1,014 shares of SPDR Gold Trust worth $374K as of Q2 2026.
  • Beacon Financial Advisory sold 112 SPDR Gold Trust shares in Q2 2026, an estimated $46.4K.
  • SPDR Gold Trust made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #295 holding.
  • Beacon Financial Advisory first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 21 quarters since.
  • Beacon Financial Advisory's SPDR Gold Trust position peaked at $485K in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.