DBK Financial Counsel’s SPDR Gold Trust GLD Stock Holding History

DBK Financial Counsel’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	$647K	Sell	1,756 -1,103	-39%	-$457K	0.54%	39
2026 Q1	$1.23M	Buy	2,859 +52	+2%	+$23.3K	0.93%	30
2025 Q4	$1.11M	Buy	2,807 +121	+5%	+$46.2K	0.85%	31
2025 Q3	$955K	Buy	2,686 +60	+2%	+$19.1K	0.8%	32
2025 Q2	$800K	Sell	2,626 -104	-4%	-$31.5K	0.72%	33
2025 Q1	$787K	Sell	2,730 -174	-6%	-$46K	0.79%	30
2024 Q4	$703K	Hold	2,904	–	–	0.71%	29
2024 Q3	$706K	Sell	2,904 -100	-3%	-$22.9K	0.71%	30
2024 Q2	$646K	Sell	3,004 -512	-15%	-$111K	0.7%	31
2024 Q1	$723K	Hold	3,516	–	–	0.76%	30
2023 Q4	$672K	Hold	3,516	–	–	0.77%	27
2023 Q3	$603K	Buy	3,516 +100	+3%	+$17.9K	0.79%	29
2023 Q2	$609K	Hold	3,416	–	–	0.82%	25
2023 Q1	$626K	Sell	3,416 -495	-13%	-$87.1K	0.87%	24
2022 Q4	$663K	Hold	3,911	–	–	1.06%	26
2022 Q3	$605K	Hold	3,911	–	–	1.05%	22
2022 Q2	$659K	Sell	3,911 -25	-0.6%	-$4.37K	1.07%	21
2022 Q1	$711K	Sell	3,936 -50	-1%	-$8.77K	1.05%	21
2021 Q4	$681K	Buy	+3,986	New	+$669K	0.97%	22

Other funds holding GLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DBK Financial Counsel's GLD Position: Q2 2026 in Review

DBK Financial Counsel reduced its SPDR Gold Trust (GLD) stake by 39% in Q2 2026, selling an estimated $457K and leaving 1,756 shares worth $647K. The position accounts for 0.54% of the portfolio, ranked #39.

DBK Financial Counsel first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

DBK Financial Counsel held 1,756 shares of SPDR Gold Trust worth $647K as of Q2 2026.
DBK Financial Counsel sold 1,103 SPDR Gold Trust shares in Q2 2026, an estimated $457K.
SPDR Gold Trust made up 0.54% of DBK Financial Counsel's portfolio in Q2 2026, its #39 holding.
DBK Financial Counsel first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
DBK Financial Counsel's SPDR Gold Trust position peaked at $1.23M in Q1 2026.
2,102 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.