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Compass Financial Group (South Dakota)’s SPDR Gold Trust GLD Stock Holding History

Compass Financial Group (South Dakota)’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 		$452K Buy
1,226
+2
+0.2% +$829 0.05% 70
2026
Q1 		$527K Buy
1,224
+56
+5% +$25.1K 0.07% 56
2025
Q4 		$463K Sell
1,168
-37
-3% -$14.1K 0.07% 55
2025
Q3 		$428K Buy
1,205
+238
+25% +$75.8K 0.06% 59
2025
Q2 		$295K Buy
967
+28
+3% +$8.48K 0.05% 74
2025
Q1 		$271K Buy
+939
New +$248K 0.05% 78

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Compass Financial Group (South Dakota)'s GLD Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its SPDR Gold Trust (GLD) stake by 0.16% in Q2 2026, buying an estimated $829 and bringing the position to 1,226 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #70.

Compass Financial Group (South Dakota) first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $527K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Compass Financial Group (South Dakota) held 1,226 shares of SPDR Gold Trust worth $452K as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 2 SPDR Gold Trust shares in Q2 2026, an estimated $829.
  • SPDR Gold Trust made up 0.05% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #70 holding.
  • Compass Financial Group (South Dakota) first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Compass Financial Group (South Dakota)'s SPDR Gold Trust position peaked at $527K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.