Benchmark Financial Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Benchmark Financial Wealth 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	$2M	Buy	5,439 +307	+6%	+$127K	0.49%	35
2026 Q1	$2.21M	Buy	5,132 +3,605	+236%	+$1.61M	0.61%	33
2025 Q4	$605K	Buy	1,527 +291	+24%	+$111K	0.17%	64
2025 Q3	$439K	Buy	1,236 +22	+2%	+$7.01K	0.13%	80
2025 Q2	$370K	Hold	1,214	–	–	0.12%	79
2025 Q1	$350K	Hold	1,214	–	–	0.13%	74
2024 Q4	$294K	Sell	1,214 -40	-3%	-$9.83K	0.09%	79
2024 Q3	$305K	Sell	1,254 -115	-8%	-$26.3K	0.1%	76
2024 Q2	$294K	Buy	1,369 +53	+4%	+$11.5K	0.11%	70
2024 Q1	$271K	Buy	1,316 +2	+0.2%	+$384	0.1%	73
2023 Q4	$251K	Hold	1,314	–	–	0.11%	66
2023 Q3	$225K	Hold	1,314	–	–	0.11%	63
2023 Q2	$234K	Hold	1,314	–	–	0.11%	66
2023 Q1	$241K	Hold	1,314	–	–	0.12%	60
2022 Q4	$223K	Buy	+1,314	New	+$212K	0.12%	65
2022 Q2	–	Sell	-1,164	Closed	-$210K	–	76
2022 Q1	$210K	Buy	+1,164	New	+$204K	0.09%	71
2021 Q1	–	Sell	-1,164	Closed	-$208K	–	67
2020 Q4	$208K	Hold	1,164	–	–	0.11%	64
2020 Q3	$206K	Buy	+1,164	New	+$209K	0.13%	57

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Benchmark Financial Wealth Advisors's GLD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 6% in Q2 2026, buying an estimated $127K and bringing the position to 5,439 shares worth $2M. The position accounts for 0.49% of the portfolio, ranked #35.

Benchmark Financial Wealth Advisors first reported a position in GLD in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.21M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Benchmark Financial Wealth Advisors held 5,439 shares of SPDR Gold Trust worth $2M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 307 SPDR Gold Trust shares in Q2 2026, an estimated $127K.
SPDR Gold Trust made up 0.49% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Benchmark Financial Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 18 quarters since.
Benchmark Financial Wealth Advisors's SPDR Gold Trust position peaked at $2.21M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.