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

Embree 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	$1.29M	Buy	3,505 +110	+3%	+$45.6K	0.13%	103
2026 Q1	$1.46M	Buy	3,395 +125	+4%	+$56K	0.17%	95
2025 Q4	$1.3M	Sell	3,270 -14	-0.4%	-$5.35K	0.16%	96
2025 Q3	$1.17M	Hold	3,284	–	–	0.16%	95
2025 Q2	$1M	Buy	3,284 +20	+0.6%	+$6.06K	0.15%	99
2025 Q1	$940K	Sell	3,264 -17	-0.5%	-$4.5K	0.16%	93
2024 Q4	$794K	Sell	3,281 -726	-18%	-$178K	0.14%	93
2024 Q3	$974K	Buy	4,007 +355	+10%	+$81.3K	0.17%	81
2024 Q2	$785K	Buy	3,652 +447	+14%	+$96.7K	0.15%	86
2024 Q1	$659K	Sell	3,205 -1,000	-24%	-$192K	0.13%	96
2023 Q4	$804K	Buy	+4,205	New	+$771K	0.17%	82

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Embree Financial Group increased its SPDR Gold Trust (GLD) stake by 3.2% in Q2 2026, buying an estimated $45.6K and bringing the position to 3,505 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #103.

Embree Financial Group first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Embree Financial Group held 3,505 shares of SPDR Gold Trust worth $1.29M as of Q2 2026.
Embree Financial Group bought 110 SPDR Gold Trust shares in Q2 2026, an estimated $45.6K.
SPDR Gold Trust made up 0.13% of Embree Financial Group's portfolio in Q2 2026, its #103 holding.
Embree Financial Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's SPDR Gold Trust position peaked at $1.46M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.