DAS
GLD icon

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
2020
Q4 		– Sell
-6,200
Closed -$39K – 695
2020
Q3 		$39K Buy
+6,200
New +$1.11M ﹤0.01% 582
2019
Q4 		– Sell
-4,500
Closed -$17K – 584
2019
Q3 		$17K Buy
+4,500
New +$626K ﹤0.01% 516

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.