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Brogan Financial’s SPDR Gold Trust GLD Stock Holding History

Brogan Financial’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 		$527K Hold
1,431
– – 0.21% 26
2026
Q1 		$616K Sell
1,431
-41
-3% -$18.4K 0.27% 23
2025
Q4 		$583K Sell
1,472
-94
-6% -$35.9K 0.26% 24
2025
Q3 		$557K Sell
1,566
-53
-3% -$16.9K 0.24% 26
2025
Q2 		$494K Sell
1,619
-200
-11% -$60.6K 0.22% 29
2025
Q1 		$524K Sell
1,819
-208
-10% -$55K 0.25% 27
2024
Q4 		$491K Sell
2,027
-28,883
-93% -$7.1M 0.24% 26
2024
Q3 		$7.51M Buy
30,910
+708
+2% +$162K 4.28% 5
2024
Q2 		$6.49M Buy
30,202
+279
+0.9% +$60.3K 4.09% 5
2024
Q1 		$6.16M Buy
29,923
+1,054
+4% +$202K 4.06% 5
2023
Q4 		$5.52M Sell
28,869
-4,144
-13% -$759K 4.07% 5
2023
Q3 		$5.66M Sell
33,013
-84
-0.3% -$15K 4.97% 4
2023
Q2 		$5.9M Buy
33,097
+171
+0.5% +$31.4K 5% 4
2023
Q1 		$6.03M Sell
32,926
-39
-0.1% -$6.86K 5.21% 4
2022
Q4 		$5.59M Buy
+32,965
New +$5.31M 4.99% 4

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

Brogan Financial's GLD Position: Q2 2026 in Review

Brogan Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,431 shares worth $527K. The position accounts for 0.21% of the portfolio, ranked #26.

Brogan Financial first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.51M in Q3 2024. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Brogan Financial held 1,431 shares of SPDR Gold Trust worth $527K as of Q2 2026.
  • Brogan Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.21% of Brogan Financial's portfolio in Q2 2026, its #26 holding.
  • Brogan Financial first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's SPDR Gold Trust position peaked at $7.51M in Q3 2024.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.