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Essential Investment Partners’s SPDR Gold Trust GLD Stock Holding History

Essential Investment Partners’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 		$1.93M Sell
5,238
-91
-2% -$37.7K 1.55% 20
2026
Q1 		$2.29M Sell
5,329
-55
-1% -$24.6K 2.12% 14
2025
Q4 		$2.13M Buy
+5,384
New +$2.06M 2.01% 16

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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

Essential Investment Partners's GLD Position: Q2 2026 in Review

Essential Investment Partners reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, selling an estimated $37.7K and leaving 5,238 shares worth $1.93M. The position accounts for 1.55% of the portfolio, ranked #20.

Essential Investment Partners first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.29M in Q1 2026. 807 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Essential Investment Partners held 5,238 shares of SPDR Gold Trust worth $1.93M as of Q2 2026.
  • Essential Investment Partners sold 91 SPDR Gold Trust shares in Q2 2026, an estimated $37.7K.
  • SPDR Gold Trust made up 1.55% of Essential Investment Partners's portfolio in Q2 2026, its #20 holding.
  • Essential Investment Partners first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's SPDR Gold Trust position peaked at $2.29M in Q1 2026.
  • 807 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.