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Dynamic Advisor Solutions’s SPDR Gold Trust GLD Stock Holding History

Dynamic Advisor Solutions’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 		$19.4M Buy
52,636
+218
+0.4% +$90.3K 0.55% 38
2026
Q1 		$22.6M Buy
52,418
+764
+1% +$342K 0.71% 28
2025
Q4 		$20.5M Sell
51,654
-25,626
-33% -$9.79M 0.66% 30
2025
Q3 		$27.5M Sell
77,280
-3,473
-4% -$1.11M 0.8% 25
2025
Q2 		$24.6M Sell
80,753
-5,451
-6% -$1.65M 0.76% 26
2025
Q1 		$24.8M Buy
86,204
+4,844
+6% +$1.28M 0.82% 22
2024
Q4 		$19.7M Sell
81,360
-15,682
-16% -$3.85M 0.85% 23
2024
Q3 		$23.6M Sell
97,042
-1,537
-2% -$352K 0.71% 24
2024
Q2 		$21.2M Buy
98,579
+32
+0% +$6.92K 0.67% 25
2024
Q1 		$20.3M Sell
98,547
-14,851
-13% -$2.85M 0.68% 23
2023
Q4 		$21.5M Sell
113,398
-8,522
-7% -$1.56M 0.8% 15
2023
Q3 		$20.9M Buy
121,920
+302
+0.2% +$54K 0.99% 11
2023
Q2 		$21.7M Buy
121,618
+30,980
+34% +$5.69M 1.12% 9
2023
Q1 		$16.6M Buy
90,638
+25,007
+38% +$4.4M 0.97% 14
2022
Q4 		$11.1M Sell
65,631
-3,248
-5% -$523K 0.76% 19
2022
Q3 		$10.7M Sell
68,879
-1,834
-3% -$295K 0.81% 22
2022
Q2 		$11.9M Sell
70,713
-15,636
-18% -$2.73M 0.91% 18
2022
Q1 		$15.6M Sell
86,349
-5,354
-6% -$939K 1.09% 12
2021
Q4 		$15.7M Sell
91,703
-8,342
-8% -$1.4M 1.12% 12
2021
Q3 		$16.4M Buy
100,045
+14,157
+16% +$2.37M 1.24% 10
2021
Q2 		$14.2M Buy
85,888
+5,167
+6% +$878K 1.13% 11
2021
Q1 		$12.9M Buy
80,721
+2,445
+3% +$411K 1.2% 10
2020
Q4 		$14M Buy
78,276
+6,593
+9% +$1.16M 1.31% 9
2020
Q3 		$12.7M Buy
71,683
+9,126
+15% +$1.64M 1.44% 10
2020
Q2 		$10.5M Buy
62,557
+51,470
+464% +$8.3M 1.41% 9
2020
Q1 		$1.64M Sell
11,087
-48,366
-81% -$7.2M 0.3% 94
2019
Q4 		$8.5M Sell
59,453
-26,394
-31% -$3.69M 1.16% 11
2019
Q3 		$11.9M Buy
85,847
+14,921
+21% +$2.07M 1.85% 4
2019
Q2 		$9.45M Sell
70,926
-22,098
-24% -$2.73M 1.52% 7
2019
Q1 		$11.3M Buy
93,024
+49,397
+113% +$6.09M 2.14% 6
2018
Q4 		$5.36M Buy
43,627
+41,745
+2,218% +$4.85M 1.14% 13
2018
Q3 		$212K Sell
1,882
-117
-6% -$13.4K 0.04% 361
2018
Q2 		$237K Buy
1,999
+313
+19% +$38.8K 0.05% 343
2018
Q1 		$212K Buy
+1,686
New +$213K 0.05% 323
2014
Q3 		– Sell
-2,741
Closed -$351K – 206
2014
Q2 		$351K Buy
+2,741
New +$340K 0.21% 138

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Dynamic Advisor Solutions's GLD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its SPDR Gold Trust (GLD) stake by 0.42% in Q2 2026, buying an estimated $90.3K and bringing the position to 52,636 shares worth $19.4M. The position accounts for 0.55% of the portfolio, ranked #38.

Dynamic Advisor Solutions first reported a position in GLD in Q2 2014 and has held it in 35 quarters since. The position peaked at $27.5M in Q3 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Dynamic Advisor Solutions held 52,636 shares of SPDR Gold Trust worth $19.4M as of Q2 2026.
  • Dynamic Advisor Solutions bought 218 SPDR Gold Trust shares in Q2 2026, an estimated $90.3K.
  • SPDR Gold Trust made up 0.55% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #38 holding.
  • Dynamic Advisor Solutions first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's SPDR Gold Trust position peaked at $27.5M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.