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SUCCESSION FINANCIAL, INC.’s SPDR Gold Trust GLD Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$5.35M Buy
+14,534
New +$6.02M 5.09% 4

Other funds holding GLD

LPL Financial
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s GLD Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 14,534 shares worth $5.35M. The stake represents 5.09% of the portfolio and ranks #4 among its holdings.

2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 14,534 shares of SPDR Gold Trust worth $5.35M as of Q2 2026.
  • SPDR Gold Trust was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • SPDR Gold Trust made up 5.09% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #4 holding.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.