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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

MM
Marino Management Westport, Connecticut $480M AUM
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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. 1,244 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.
  • 1,244 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.