DJYG
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David J. Yvars Group’s SPDR Gold Trust GLD Stock Holding History

David J. Yvars 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 		$309K Hold
840
– – 0.15% 70
2026
Q1 		$361K Sell
840
-85
-9% -$38.1K 0.2% 57
2025
Q4 		$367K Hold
925
– – 0.2% 61
2025
Q3 		$329K Sell
925
-19
-2% -$6.05K 0.18% 67
2025
Q2 		$288K Sell
944
-6
-0.6% -$1.82K 0.17% 65
2025
Q1 		$274K Hold
950
– – 0.22% 53
2024
Q4 		$230K Buy
+950
New +$233K 0.14% 66

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

David J. Yvars Group's GLD Position: Q2 2026 in Review

David J. Yvars Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 840 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #70.

David J. Yvars Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • David J. Yvars Group held 840 shares of SPDR Gold Trust worth $309K as of Q2 2026.
  • David J. Yvars Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.15% of David J. Yvars Group's portfolio in Q2 2026, its #70 holding.
  • David J. Yvars Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • David J. Yvars Group's SPDR Gold Trust position peaked at $367K in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.