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Beacon Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Beacon Investment Advisory Services’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 		$654K Sell
1,775
-320
-15% -$133K 0.02% 165
2026
Q1 		$901K Sell
2,095
-385
-16% -$172K 0.04% 144
2025
Q4 		$983K Buy
2,480
+284
+13% +$108K 0.04% 134
2025
Q3 		$781K Sell
2,196
-169
-7% -$53.9K 0.03% 142
2025
Q2 		$721K Buy
2,365
+57
+2% +$17.3K 0.03% 149
2025
Q1 		$665K Hold
2,308
– – 0.03% 151
2024
Q4 		$559K Sell
2,308
-13
-0.6% -$3.19K 0.02% 161
2024
Q3 		$564K Sell
2,321
-31
-1% -$7.1K 0.02% 165
2024
Q2 		$506K Sell
2,352
-566
-19% -$122K 0.02% 171
2024
Q1 		$600K Sell
2,918
-1,306
-31% -$251K 0.03% 167
2023
Q4 		$808K Sell
4,224
-17
-0.4% -$3.12K 0.04% 154
2023
Q3 		$727K Buy
4,241
+17
+0.4% +$3.04K 0.04% 166
2023
Q2 		$753K Sell
4,224
-100
-2% -$18.4K 0.03% 166
2023
Q1 		$792K Sell
4,324
-316
-7% -$55.6K 0.04% 158
2022
Q4 		$787K Buy
4,640
+27
+0.6% +$4.35K 0.04% 159
2022
Q3 		$713K Sell
4,613
-382
-8% -$61.4K 0.04% 167
2022
Q2 		$841K Hold
4,995
– – 0.04% 160
2022
Q1 		$902K Buy
4,995
+965
+24% +$169K 0.04% 167
2021
Q4 		$689K Sell
4,030
-185
-4% -$31.1K 0.03% 192
2021
Q3 		$692K Buy
4,215
+157
+4% +$26.3K 0.03% 185
2021
Q2 		$672K Sell
4,058
-186
-4% -$31.6K 0.03% 189
2021
Q1 		$679K Buy
4,244
+150
+4% +$25.2K 0.03% 179
2020
Q4 		$730K Hold
4,094
– – 0.03% 163
2020
Q3 		$725K Hold
4,094
– – 0.04% 153
2020
Q2 		$685K Buy
4,094
+339
+9% +$54.7K 0.04% 153
2020
Q1 		$556K Hold
3,755
– – 0.04% 158
2019
Q4 		$537K Sell
3,755
-1,544
-29% -$216K 0.03% 166
2019
Q3 		$736K Sell
5,299
-207
-4% -$28.8K 0.07% 133
2019
Q2 		$733K Sell
5,506
-43
-0.8% -$5.31K 0.08% 122
2019
Q1 		$677K Sell
5,549
-1,529
-22% -$188K 0.07% 126
2018
Q4 		$858K Sell
7,078
-269
-4% -$31.3K 0.09% 119
2018
Q3 		$828K Sell
7,347
-25,665
-78% -$2.94M 0.08% 127
2018
Q2 		$3.92M Buy
33,012
+7,542
+30% +$934K 0.4% 67
2018
Q1 		$3.2M Buy
25,470
+2,514
+11% +$317K 0.33% 78
2017
Q4 		$2.84M Sell
22,956
-3,304
-13% -$401K 0.3% 87
2017
Q3 		$3.19M Buy
+26,260
New +$3.19M 0.27% 94
2016
Q4 		– Sell
-1,779
Closed -$224K – 78
2016
Q3 		$224K Sell
1,779
-5,766
-76% -$734K 0.05% 68
2016
Q2 		$954K Sell
7,545
-1,873
-20% -$225K 0.21% 13
2016
Q1 		$1.11M Buy
9,418
+390
+4% +$44.2K 0.24% 8
2015
Q4 		$916K Hold
9,028
– – 0.17% 13
2015
Q3 		$965K Sell
9,028
-343
-4% -$37K 0.18% 14
2015
Q2 		$1.05M Buy
+9,371
New +$1.07M 0.17% 14

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 $43.3B AUM 29.3% 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

Beacon Investment Advisory Services's GLD Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $133K and leaving 1,775 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #165.

Beacon Investment Advisory Services first reported a position in GLD in Q2 2015 and has held it in 42 quarters since. The position peaked at $3.92M in Q2 2018. 1,319 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Beacon Investment Advisory Services held 1,775 shares of SPDR Gold Trust worth $654K as of Q2 2026.
  • Beacon Investment Advisory Services sold 320 SPDR Gold Trust shares in Q2 2026, an estimated $133K.
  • SPDR Gold Trust made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #165 holding.
  • Beacon Investment Advisory Services first reported a position in SPDR Gold Trust in Q2 2015 and has held it in 42 quarters since.
  • Beacon Investment Advisory Services's SPDR Gold Trust position peaked at $3.92M in Q2 2018.
  • 1,319 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.