CX Institutional’s SPDR Gold Trust GLD Stock Holding History

CX Institutional’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	$1.61M	Buy	4,362 +345	+9%	+$143K	0.05%	276
2026 Q1	$1.73M	Sell	4,017 -48	-1%	-$21.5K	0.05%	271
2025 Q4	$1.61M	Buy	4,065 +198	+5%	+$75.6K	0.05%	229
2025 Q3	$1.38M	Buy	3,867 +1,266	+49%	+$403K	0.04%	250
2025 Q2	$793K	Buy	2,601 +676	+35%	+$205K	0.03%	299
2025 Q1	$555K	Buy	1,925 +635	+49%	+$168K	0.02%	341
2024 Q4	$312K	Buy	+1,290	New	+$317K	0.01%	428
2020 Q4	–	Sell	-550	Closed	-$97K	–	871
2020 Q3	$97K	Buy	+550	New	+$98.8K	0.01%	322
2020 Q1	–	Sell	-469	Closed	-$67K	–	780
2019 Q4	$67K	Hold	469	–	–	0.01%	260
2019 Q3	$65K	Buy	+469	New	+$65.2K	0.01%	278
2019 Q1	–	Sell	-221	Closed	-$27K	–	798
2018 Q4	$27K	Buy	+221	New	+$25.7K	0.01%	298

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CX Institutional's GLD Position: Q2 2026 in Review

CX Institutional increased its SPDR Gold Trust (GLD) stake by 8.6% in Q2 2026, buying an estimated $143K and bringing the position to 4,362 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #276.

CX Institutional first reported a position in GLD in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

CX Institutional held 4,362 shares of SPDR Gold Trust worth $1.61M as of Q2 2026.
CX Institutional bought 345 SPDR Gold Trust shares in Q2 2026, an estimated $143K.
SPDR Gold Trust made up 0.05% of CX Institutional's portfolio in Q2 2026, its #276 holding.
CX Institutional first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 11 quarters since.
CX Institutional's SPDR Gold Trust position peaked at $1.73M in Q1 2026.
723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.