EFG
GLD icon

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 		– Sell
-100
Closed -$43K – 293
2026
Q1 		$43K Buy
+100
New +$44.8K 0.01% 262

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

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. 554 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.
  • 554 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.