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Centennial Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

Centennial Wealth Advisory’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 		$3.07M Sell
8,342
-54
-0.6% -$22.4K 0.66% 31
2026
Q1 		$3.61M Buy
8,396
+30
+0.4% +$13.4K 0.87% 24
2025
Q4 		$3.32M Buy
8,366
+470
+6% +$179K 0.88% 23
2025
Q3 		$2.81M Buy
7,896
+139
+2% +$44.3K 0.78% 27
2025
Q2 		$2.36M Sell
7,757
-479
-6% -$145K 0.75% 26
2025
Q1 		$2.37M Sell
8,236
-228
-3% -$60.3K 0.86% 21
2024
Q4 		$2.05M Buy
8,464
+69
+0.8% +$17K 0.8% 20
2024
Q3 		$2.04M Buy
8,395
+219
+3% +$50.2K 0.8% 21
2024
Q2 		$1.76M Sell
8,176
-32
-0.4% -$6.92K 0.76% 24
2024
Q1 		$1.69M Sell
8,208
-58
-0.7% -$11.1K 0.78% 21
2023
Q4 		$1.58M Sell
8,266
-307
-4% -$56.3K 0.81% 22
2023
Q3 		$1.47M Sell
8,573
-2,006
-19% -$359K 0.79% 33
2023
Q2 		$1.89M Buy
10,579
+287
+3% +$52.7K 0.98% 27
2023
Q1 		$1.89M Sell
10,292
-11
-0.1% -$1.94K 1% 27
2022
Q4 		$1.75M Sell
10,303
-268
-3% -$43.2K 0.98% 28
2022
Q3 		$1.64M Buy
10,571
+1,175
+13% +$189K 0.96% 26
2022
Q2 		$1.58M Sell
9,396
-24,404
-72% -$4.26M 0.89% 32
2022
Q1 		$6.11M Buy
33,800
+22,795
+207% +$4M 3.34% 4
2021
Q4 		$1.88M Sell
11,005
-2,166
-16% -$364K 1.06% 28
2021
Q3 		$2.16M Buy
13,171
+1,590
+14% +$266K 1.29% 24
2021
Q2 		$1.92M Sell
11,581
-26,512
-70% -$4.5M 1.2% 28
2021
Q1 		$6.09M Sell
38,093
-3,292
-8% -$553K 4.02% 5
2020
Q4 		$7.38M Buy
+41,385
New +$7.29M 5.23% 2

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Centennial Wealth Advisory's GLD Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its SPDR Gold Trust (GLD) stake by 0.64% in Q2 2026, selling an estimated $22.4K and leaving 8,342 shares worth $3.07M. The position accounts for 0.66% of the portfolio, ranked #31.

Centennial Wealth Advisory first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.38M in Q4 2020. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Centennial Wealth Advisory held 8,342 shares of SPDR Gold Trust worth $3.07M as of Q2 2026.
  • Centennial Wealth Advisory sold 54 SPDR Gold Trust shares in Q2 2026, an estimated $22.4K.
  • SPDR Gold Trust made up 0.66% of Centennial Wealth Advisory's portfolio in Q2 2026, its #31 holding.
  • Centennial Wealth Advisory first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Centennial Wealth Advisory's SPDR Gold Trust position peaked at $7.38M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.