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E&G Advisors’s SPDR Gold Trust GLD Stock Holding History

E&G 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
2026
Q2 		$14.8M Buy
40,099
+1,200
+3% +$497K 2.85% 6
2026
Q1 		$16.7M Sell
38,899
-1,093
-3% -$489K 3.73% 5
2025
Q4 		$15.8M Buy
39,992
+4,840
+14% +$1.85M 3.54% 5
2025
Q3 		$12.5M Buy
35,152
+3,117
+10% +$993K 2.91% 6
2025
Q2 		$9.76M Buy
32,035
+6,007
+23% +$1.82M 2.53% 6
2025
Q1 		$7.49M Buy
26,028
+1,253
+5% +$331K 2.11% 8
2024
Q4 		$6M Buy
24,775
+1,815
+8% +$446K 1.63% 11
2024
Q3 		$5.58M Buy
22,960
+3,420
+18% +$783K 1.54% 12
2024
Q2 		$4.2M Buy
19,540
+3,762
+24% +$814K 1.23% 16
2024
Q1 		$3.24M Sell
15,778
-8
-0.1% -$1.53K 1.02% 18
2023
Q4 		$3.02M Sell
15,786
-2,651
-14% -$486K 1.07% 16
2023
Q3 		$3.16M Hold
18,437
– – 1.16% 17
2023
Q2 		$3.29M Buy
18,437
+410
+2% +$75.3K 1.15% 16
2023
Q1 		$3.3M Buy
18,027
+2,370
+15% +$417K 1.22% 14
2022
Q4 		$2.66M Sell
15,657
-800
-5% -$129K 1% 17
2022
Q3 		$2.54M Sell
16,457
-860
-5% -$138K 0.94% 22
2022
Q2 		$2.92M Sell
17,317
-2,460
-12% -$430K 0.99% 19
2022
Q1 		$3.57M Buy
19,777
+2,800
+16% +$491K 0.98% 17
2021
Q4 		$2.9M Sell
16,977
-180
-1% -$30.2K 0.72% 25
2021
Q3 		$2.82M Buy
+17,157
New +$2.87M 0.76% 21
2021
Q2 		– Sell
-17,279
Closed -$2.94M – 22
2021
Q1 		$2.76M Sell
17,279
-277
-2% -$46.6K 0.81% 22
2020
Q4 		$3.13M Buy
17,556
+170
+1% +$29.9K 0.97% 17
2020
Q3 		$3.08M Buy
17,386
+4,784
+38% +$860K 1.06% 17
2020
Q2 		$2.11M Buy
12,602
+4,585
+57% +$739K 0.82% 19
2020
Q1 		$1.19M Sell
8,017
-2,110
-21% -$314K 0.59% 36
2019
Q4 		$1.45M Sell
10,127
-6,175
-38% -$863K 0.54% 42
2019
Q3 		$2.27M Buy
16,302
+9,892
+154% +$1.38M 0.91% 22
2019
Q2 		$854K Buy
6,410
+2,400
+60% +$297K 0.36% 72
2019
Q1 		$489K Sell
4,010
-520
-11% -$64.1K 0.21% 108
2018
Q4 		$549K Sell
4,530
-300
-6% -$34.9K 0.25% 114
2018
Q3 		$545K Sell
4,830
-500
-9% -$57.4K 0.21% 128
2018
Q2 		$632K Hold
5,330
– – 0.26% 98
2018
Q1 		$670K Sell
5,330
-50
-0.9% -$6.31K 0.29% 84
2017
Q4 		$665K Sell
5,380
-700
-12% -$84.9K 0.28% 79
2017
Q3 		$739K Sell
6,080
-730
-11% -$88.8K 0.33% 67
2017
Q2 		$804K Sell
6,810
-442
-6% -$52.9K 0.39% 58
2017
Q1 		$861K Hold
7,252
– – 0.44% 55
2016
Q4 		$795K Sell
7,252
-300
-4% -$34.8K 0.47% 51
2016
Q3 		$949K Buy
7,552
+5,650
+297% +$720K 0.56% 41
2016
Q2 		$241K Hold
1,902
– – 0.15% 97
2016
Q1 		$224K Sell
1,902
-200
-10% -$22.7K 0.15% 88
2015
Q4 		$213K Hold
2,102
– – 0.13% 96
2015
Q3 		$225K Sell
2,102
-425
-17% -$45.8K 0.14% 85
2015
Q2 		$284K Sell
2,527
-800
-24% -$91.6K 0.17% 80
2015
Q1 		$378K Hold
3,327
– – 0.22% 71
2014
Q4 		$378K Sell
3,327
-4,700
-59% -$542K 0.25% 73
2014
Q3 		$933K Sell
8,027
-20
-0.2% -$2.47K 0.6% 55
2014
Q2 		$1.03M Sell
8,047
-440
-5% -$54.7K 0.67% 51
2014
Q1 		$1.05M Hold
8,487
– – 0.83% 41
2013
Q4 		$986K Buy
+8,487
New +$1.04M 0.92% 37

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

E&G Advisors's GLD Position: Q2 2026 in Review

E&G Advisors increased its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, buying an estimated $497K and bringing the position to 40,099 shares worth $14.8M. The position accounts for 2.85% of the portfolio, ranked #6.

E&G Advisors first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. The position peaked at $16.7M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • E&G Advisors held 40,099 shares of SPDR Gold Trust worth $14.8M as of Q2 2026.
  • E&G Advisors bought 1,200 SPDR Gold Trust shares in Q2 2026, an estimated $497K.
  • SPDR Gold Trust made up 2.85% of E&G Advisors's portfolio in Q2 2026, its #6 holding.
  • E&G Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
  • E&G Advisors's SPDR Gold Trust position peaked at $16.7M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.