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DDFG Inc’s SPDR Gold Trust GLD Stock Holding History

DDFG Inc’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 		$18M Buy
48,753
+17,793
+57% +$7.37M 3.57% 10
2026
Q1 		$13.3M Sell
30,960
-2,193
-7% -$982K 2.87% 10
2025
Q4 		$13.1M Sell
33,153
-789
-2% -$301K 2.88% 12
2025
Q3 		$12.1M Sell
33,942
-3,157
-9% -$1.01M 2.79% 12
2025
Q2 		$11.3M Sell
37,099
-273
-0.7% -$82.7K 2.84% 14
2025
Q1 		$10.8M Buy
37,372
+674
+2% +$178K 2.98% 13
2024
Q4 		$8.89M Sell
36,698
-59
-0.2% -$14.5K 2.56% 14
2024
Q3 		$8.93M Sell
36,757
-35,737
-49% -$8.18M 2.55% 13
2024
Q2 		$15.6M Buy
72,494
+328
+0.5% +$70.9K 4.82% 8
2024
Q1 		$14.8M Buy
72,166
+3,101
+4% +$595K 4.72% 8
2023
Q4 		$13.2M Sell
69,065
-217
-0.3% -$39.8K 4.47% 9
2023
Q3 		$11.9M Buy
69,282
+1,484
+2% +$265K 4.38% 9
2023
Q2 		$12.1M Buy
67,798
+1,225
+2% +$225K 4.45% 9
2023
Q1 		$12.2M Buy
66,573
+5,743
+9% +$1.01M 4.74% 8
2022
Q4 		$10.3M Buy
+60,830
New +$9.8M 4.27% 9

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

DDFG Inc's GLD Position: Q2 2026 in Review

DDFG Inc increased its SPDR Gold Trust (GLD) stake by 57% in Q2 2026, buying an estimated $7.37M and bringing the position to 48,753 shares worth $18M. The position accounts for 3.57% of the portfolio, ranked #10.

DDFG Inc first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • DDFG Inc held 48,753 shares of SPDR Gold Trust worth $18M as of Q2 2026.
  • DDFG Inc bought 17,793 SPDR Gold Trust shares in Q2 2026, an estimated $7.37M.
  • SPDR Gold Trust made up 3.57% of DDFG Inc's portfolio in Q2 2026, its #10 holding.
  • DDFG Inc first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.