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

Everhart 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
-587
Closed -$253K – 497
2026
Q1 		$253K Buy
+587
New +$263K 0.02% 394

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MLL
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NCM
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BCM
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SC
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UBP
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Everhart Financial Group's GLD Position: Q2 2026 in Review

Everhart Financial Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 587 shares — an estimated $253K sold.

Everhart Financial Group first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Everhart Financial Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 587 SPDR Gold Trust shares in Q2 2026, an estimated $253K.
  • Everhart Financial Group first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's SPDR Gold Trust position peaked at $253K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.