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Brendel Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Brendel Financial 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 		$3.35M Sell
9,102
-30
-0.3% -$12.4K 1.55% 31
2026
Q1 		$3.93M Buy
9,132
+327
+4% +$146K 1.94% 21
2025
Q4 		$3.49M Buy
8,805
+229
+3% +$87.5K 1.72% 26
2025
Q3 		$3.05M Buy
8,576
+375
+5% +$120K 1.57% 30
2025
Q2 		$2.5M Sell
8,201
-26
-0.3% -$7.87K 1.4% 37
2025
Q1 		$2.37M Sell
8,227
-385
-4% -$102K 1.44% 30
2024
Q4 		$2.08M Sell
8,612
-614
-7% -$151K 1.26% 36
2024
Q3 		$2.24M Buy
9,226
+295
+3% +$67.6K 1.27% 35
2024
Q2 		$1.92M Sell
8,931
-859
-9% -$186K 1.22% 37
2024
Q1 		$2.01M Sell
9,790
-97
-1% -$18.6K 2.3% 19
2023
Q4 		$1.89M Sell
9,887
-164
-2% -$30.1K 1.24% 34
2023
Q3 		$1.72M Buy
10,051
+1,008
+11% +$180K 2.56% 20
2023
Q2 		$1.61M Sell
9,043
-3,955
-30% -$727K 2.43% 20
2023
Q1 		$2.38M Sell
12,998
-54
-0.4% -$9.5K 1.76% 22
2022
Q4 		$2.21M Sell
13,052
-40
-0.3% -$6.44K 4.44% 8
2022
Q3 		$2.02M Sell
13,092
-52
-0.4% -$8.36K 4.81% 6
2022
Q2 		$2.21M Sell
13,144
-2,351
-15% -$411K 1.93% 14
2022
Q1 		$2.8M Buy
+15,495
New +$2.72M 1.52% 25
2021
Q3 		– Sell
-515
Closed -$85K – 153
2021
Q2 		$85K Buy
+515
New +$87.5K 0.05% 138

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

Brendel Financial Advisors's GLD Position: Q2 2026 in Review

Brendel Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 0.33% in Q2 2026, selling an estimated $12.4K and leaving 9,102 shares worth $3.35M. The position accounts for 1.55% of the portfolio, ranked #31.

Brendel Financial Advisors first reported a position in GLD in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.93M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Brendel Financial Advisors held 9,102 shares of SPDR Gold Trust worth $3.35M as of Q2 2026.
  • Brendel Financial Advisors sold 30 SPDR Gold Trust shares in Q2 2026, an estimated $12.4K.
  • SPDR Gold Trust made up 1.55% of Brendel Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Brendel Financial Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 19 quarters since.
  • Brendel Financial Advisors's SPDR Gold Trust position peaked at $3.93M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.