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Curran Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Curran Financial Partners’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 		$4.08M Sell
11,075
-4,821
-30% -$2M 0.61% 35
2026
Q1 		$6.84M Buy
15,896
+6,763
+74% +$3.03M 1.22% 28
2025
Q4 		$3.62M Sell
9,133
-482
-5% -$184K 0.69% 36
2025
Q3 		$3.42M Buy
9,615
+433
+5% +$138K 0.68% 37
2025
Q2 		$2.8M Sell
9,182
-6,380
-41% -$1.93M 0.62% 37
2025
Q1 		$4.48M Buy
15,562
+6,376
+69% +$1.69M 1.1% 27
2024
Q4 		$2.22M Buy
9,186
+1,808
+25% +$444K 0.58% 38
2024
Q3 		$1.79M Buy
7,378
+160
+2% +$36.6K 0.51% 39
2024
Q2 		$1.55M Sell
7,218
-760
-10% -$164K 0.52% 39
2024
Q1 		$1.64M Sell
7,978
-509
-6% -$97.7K 0.57% 37
2023
Q4 		$1.58M Sell
8,487
-5,228
-38% -$958K 0.61% 36
2023
Q3 		$2.35M Buy
13,715
+3,614
+36% +$646K 1.03% 29
2023
Q2 		$1.8M Sell
10,101
-9,383
-48% -$1.72M 0.78% 32
2023
Q1 		$3.57M Buy
19,484
+1,424
+8% +$251K 1.69% 23
2022
Q4 		$3.06M Sell
18,060
-40,739
-69% -$6.56M 1.48% 28
2022
Q3 		$9.09M Sell
58,799
-6,392
-10% -$1.03M 4.61% 9
2022
Q2 		$11M Buy
65,191
+42,709
+190% +$7.46M 5.18% 7
2022
Q1 		$4.06M Sell
22,482
-22,410
-50% -$3.93M 1.67% 21
2021
Q4 		$7.67M Buy
44,892
+28,933
+181% +$4.86M 3.26% 10
2021
Q3 		$2.59M Buy
15,959
+4,429
+38% +$741K 1.33% 23
2021
Q2 		$1.91M Sell
11,530
-2,871
-20% -$488K 1.05% 25
2021
Q1 		$2.3M Buy
14,401
+8,552
+146% +$1.44M 1.66% 19
2020
Q4 		$1.04M Buy
+5,849
New +$1.03M 0.89% 29

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Curran Financial Partners's GLD Position: Q2 2026 in Review

Curran Financial Partners reduced its SPDR Gold Trust (GLD) stake by 30% in Q2 2026, selling an estimated $2M and leaving 11,075 shares worth $4.08M. The position accounts for 0.61% of the portfolio, ranked #35.

Curran Financial Partners first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q2 2022. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Curran Financial Partners held 11,075 shares of SPDR Gold Trust worth $4.08M as of Q2 2026.
  • Curran Financial Partners sold 4,821 SPDR Gold Trust shares in Q2 2026, an estimated $2M.
  • SPDR Gold Trust made up 0.61% of Curran Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Curran Financial Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's SPDR Gold Trust position peaked at $11M in Q2 2022.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.