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DHK Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$9.09M Buy
29,804
+1,129
+4% +$342K 5.22% 4
2025
Q1 		$8.26M Buy
28,675
+1,126
+4% +$298K 4.53% 5
2024
Q4 		$6.67M Buy
27,549
+902
+3% +$222K 4.05% 4
2024
Q3 		$6.48M Sell
26,647
-316
-1% -$72.4K 3.97% 4
2024
Q2 		$5.8M Buy
26,963
+1,150
+4% +$249K 4.05% 4
2024
Q1 		$5.31M Hold
25,813
– – 3.76% 5
2023
Q4 		$4.93M Hold
25,813
– – 3.7% 6
2023
Q3 		$4.43M Buy
25,813
+248
+1% +$44.3K 3.94% 6
2023
Q2 		$4.56M Buy
25,565
+467
+2% +$85.8K 3.88% 6
2023
Q1 		$4.6M Buy
25,098
+198
+0.8% +$34.8K 5.71% 4
2022
Q4 		$4.22M Buy
24,900
+1,904
+8% +$307K 5.87% 4
2022
Q3 		$3.56M Buy
22,996
+3,296
+17% +$530K 5.84% 4
2022
Q2 		$3.32M Buy
19,700
+3,883
+25% +$678K 3.17% 7
2022
Q1 		$2.86M Buy
15,817
+3,870
+32% +$679K 2.41% 10
2021
Q4 		$2.04M Buy
+11,947
New +$2.01M 1.92% 17

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $59.9B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DHK Financial Advisors's GLD Position: Q2 2025 in Review

DHK Financial Advisors increased its SPDR Gold Trust (GLD) stake by 3.9% in Q2 2025, buying an estimated $342K and bringing the position to 29,804 shares worth $9.09M. The position accounts for 5.22% of the portfolio, ranked #4.

DHK Financial Advisors first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. 2,654 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • DHK Financial Advisors held 29,804 shares of SPDR Gold Trust worth $9.09M as of Q2 2025.
  • DHK Financial Advisors bought 1,129 SPDR Gold Trust shares in Q2 2025, an estimated $342K.
  • SPDR Gold Trust made up 5.22% of DHK Financial Advisors's portfolio in Q2 2025, its #4 holding.
  • DHK Financial Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • 2,654 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.