C1AG
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Client 1st Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Client 1st Advisory Group’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 		$228K Sell
620
-202
-25% -$83.7K 0.06% 131
2026
Q1 		$354K Buy
+822
New +$368K 0.11% 91

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Client 1st Advisory Group's GLD Position: Q2 2026 in Review

Client 1st Advisory Group reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, selling an estimated $83.7K and leaving 620 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #131.

Client 1st Advisory Group first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $354K in Q1 2026. 646 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Client 1st Advisory Group held 620 shares of SPDR Gold Trust worth $228K as of Q2 2026.
  • Client 1st Advisory Group sold 202 SPDR Gold Trust shares in Q2 2026, an estimated $83.7K.
  • SPDR Gold Trust made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #131 holding.
  • Client 1st Advisory Group first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Client 1st Advisory Group's SPDR Gold Trust position peaked at $354K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.