Burkett Financial Services’s SPDR Gold Trust GLD Stock Holding History

Burkett Financial 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	$131K	Hold	356	–	–	0.04%	61
2026 Q1	$153K	Hold	356	–	–	0.05%	58
2025 Q4	$141K	Sell	356 -18	-5%	-$6.87K	0.05%	61
2025 Q3	$133K	Sell	374 -30	-7%	-$9.56K	0.05%	64
2025 Q2	$123K	Sell	404 -62	-13%	-$18.8K	0.04%	62
2025 Q1	$134K	Sell	466 -46	-9%	-$12.2K	0.05%	57
2024 Q4	$124K	Hold	512	–	–	0.05%	60
2024 Q3	$124K	Hold	512	–	–	0.05%	56
2024 Q2	$110K	Buy	512 +46	+10%	+$9.95K	0.06%	54
2024 Q1	$95.9K	Hold	466	–	–	0.05%	62
2023 Q4	$89.1K	Buy	+466	New	+$85.4K	0.05%	63

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Burkett Financial Services's GLD Position: Q2 2026 in Review

Burkett Financial Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 356 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #61.

Burkett Financial Services first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $153K in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Burkett Financial Services held 356 shares of SPDR Gold Trust worth $131K as of Q2 2026.
Burkett Financial Services left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #61 holding.
Burkett Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's SPDR Gold Trust position peaked at $153K in Q1 2026.
814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.