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

Ethos 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 		$22.4M Buy
60,766
+33,933
+126% +$14.1M 1.5% 12
2026
Q1 		$11.3M Sell
26,833
-8,855
-25% -$3.97M 0.83% 24
2025
Q4 		$14.1M Sell
35,688
-12,525
-26% -$4.78M 1.04% 20
2025
Q3 		$17.1M Buy
48,213
+7,565
+19% +$2.41M 1.35% 17
2025
Q2 		$12.4M Buy
40,648
+23,583
+138% +$7.14M 1.07% 21
2025
Q1 		$4.8M Buy
17,065
+146
+0.9% +$38.6K 0.46% 56
2024
Q4 		$4.1M Buy
16,919
+14,496
+598% +$3.56M 0.53% 52
2024
Q3 		$589K Sell
2,423
-6,105
-72% -$1.4M 0.1% 116
2024
Q2 		$1.83M Buy
8,528
+4,564
+115% +$987K 0.32% 57
2024
Q1 		$815K Buy
+3,964
New +$761K 0.15% 93
2023
Q4 		– Sell
-2,170
Closed -$372K – 281
2023
Q3 		$372K Sell
2,170
-1,264
-37% -$226K 0.1% 113
2023
Q2 		$629K Hold
3,434
– – 0.21% 63
2023
Q1 		$629K Buy
3,434
+25
+0.7% +$4.4K 0.2% 71
2022
Q4 		$578K Buy
+3,409
New +$549K 0.2% 69

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

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

Ethos Financial Group increased its SPDR Gold Trust (GLD) stake by 126% in Q2 2026, buying an estimated $14.1M and bringing the position to 60,766 shares worth $22.4M. The position accounts for 1.5% of the portfolio, ranked #12.

Ethos Financial Group first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ethos Financial Group held 60,766 shares of SPDR Gold Trust worth $22.4M as of Q2 2026.
  • Ethos Financial Group bought 33,933 SPDR Gold Trust shares in Q2 2026, an estimated $14.1M.
  • SPDR Gold Trust made up 1.5% of Ethos Financial Group's portfolio in Q2 2026, its #12 holding.
  • Ethos Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.