DFG
GLD icon

Dynamic Financial Group’s SPDR Gold Trust GLD Stock Holding History

Dynamic Financial Group’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 		$544K Hold
1,478
– – 0.41% 34
2026
Q1 		$636K Sell
1,478
-270
-15% -$121K 0.52% 25
2025
Q4 		$693K Sell
1,748
-90
-5% -$34.4K 0.59% 23
2025
Q3 		$653K Sell
1,838
-10
-0.5% -$3.19K 0.57% 24
2025
Q2 		$563K Hold
1,848
– – 0.54% 26
2025
Q1 		$532K Sell
1,848
-5
-0.3% -$1.32K 0.53% 20
2024
Q4 		$449K Buy
+1,853
New +$455K 0.46% 26

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

Dynamic Financial Group's GLD Position: Q2 2026 in Review

Dynamic Financial Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,478 shares worth $544K. The position accounts for 0.41% of the portfolio, ranked #34.

Dynamic Financial Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Dynamic Financial Group held 1,478 shares of SPDR Gold Trust worth $544K as of Q2 2026.
  • Dynamic Financial Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.41% of Dynamic Financial Group's portfolio in Q2 2026, its #34 holding.
  • Dynamic Financial Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's SPDR Gold Trust position peaked at $693K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.