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Burney Company’s SPDR Gold Trust GLD Stock Holding History

Burney Company’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 		$376K Hold
1,020
– – 0.01% 500
2026
Q1 		$439K Sell
1,020
-156
-13% -$69.9K 0.01% 452
2025
Q4 		$466K Buy
1,176
+92
+8% +$35.1K 0.01% 444
2025
Q3 		$385K Buy
1,084
+112
+12% +$35.7K 0.01% 461
2025
Q2 		$296K Sell
972
-426
-30% -$129K 0.01% 494
2025
Q1 		$403K Buy
1,398
+310
+28% +$82K 0.01% 445
2024
Q4 		$263K Buy
1,088
+92
+9% +$22.6K 0.01% 526
2024
Q3 		$242K Hold
996
– – 0.01% 557
2024
Q2 		$214K Hold
996
– – 0.01% 566
2024
Q1 		$205K Buy
+996
New +$191K 0.01% 581
2023
Q4 		– Sell
-1,197
Closed -$205K – 585
2023
Q3 		$205K Hold
1,197
– – 0.01% 544
2023
Q2 		$213K Buy
1,197
+28
+2% +$5.14K 0.01% 541
2023
Q1 		$214K Buy
+1,169
New +$206K 0.01% 534
2022
Q2 		– Sell
-1,169
Closed -$211K – 554
2022
Q1 		$211K Buy
+1,169
New +$205K 0.01% 558
2020
Q4 		– Sell
-1,475
Closed -$261K – 533
2020
Q3 		$261K Buy
1,475
+165
+13% +$29.7K 0.02% 434
2020
Q2 		$219K Buy
+1,310
New +$211K 0.01% 446
2018
Q3 		– Sell
-2,203
Closed -$261K – 450
2018
Q2 		$261K Buy
2,203
+288
+15% +$35.7K 0.02% 386
2018
Q1 		$241K Sell
1,915
-129
-6% -$16.3K 0.01% 372
2017
Q4 		$253K Buy
2,044
+129
+7% +$15.6K 0.01% 375
2017
Q3 		$234K Sell
1,915
-20
-1% -$2.43K 0.02% 366
2017
Q2 		$229K Hold
1,935
– – 0.02% 364
2017
Q1 		$230K Buy
+1,935
New +$225K 0.02% 353
2014
Q4 		– Sell
-2,690
Closed -$313K – 388
2014
Q3 		$313K Hold
2,690
– – 0.03% 326
2014
Q2 		$344K Sell
2,690
-620
-19% -$77K 0.03% 325
2014
Q1 		$409K Sell
3,310
-769
-19% -$95.9K 0.04% 294
2013
Q4 		$474K Buy
4,079
+225
+6% +$27.6K 0.05% 282
2013
Q3 		$494K Sell
3,854
-120
-3% -$15.4K 0.06% 270
2013
Q2 		$473K Buy
+3,974
New +$544K 0.06% 263

Other funds holding GLD

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Burney Company's GLD Position: Q2 2026 in Review

Burney Company held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,020 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #500.

Burney Company first reported a position in GLD in Q2 2013 and has held it in 28 quarters since. The position peaked at $494K in Q3 2013. 1,222 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Burney Company held 1,020 shares of SPDR Gold Trust worth $376K as of Q2 2026.
  • Burney Company left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.01% of Burney Company's portfolio in Q2 2026, its #500 holding.
  • Burney Company first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 28 quarters since.
  • Burney Company's SPDR Gold Trust position peaked at $494K in Q3 2013.
  • 1,222 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.