BFS
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Beacon Financial Strategies’s SPDR Gold Trust GLD Stock Holding History

Beacon Financial Strategies’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 		$79.2K Buy
+215
New +$89.1K 0.04% 74

Other funds holding GLD

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
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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 215 shares worth $79.2K. The stake represents 0.04% of the portfolio and ranks #74 among its holdings.

505 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Beacon Financial Strategies held 215 shares of SPDR Gold Trust worth $79.2K as of Q2 2026.
  • SPDR Gold Trust was a new Beacon Financial Strategies position in Q2 2026.
  • SPDR Gold Trust made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #74 holding.
  • 505 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.