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Everpar Advisors’s SPDR Gold Trust GLD Stock Holding History

Everpar Advisors’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 		$264K Sell
717
-115
-14% -$47.6K 0.08% 241
2026
Q1 		$358K Sell
832
-190
-19% -$85.1K 0.12% 177
2025
Q4 		$405K Buy
1,022
+190
+23% +$72.6K 0.15% 153
2025
Q3 		$296K Buy
832
+122
+17% +$38.9K 0.12% 206
2025
Q2 		$216K Hold
710
– – 0.1% 253
2025
Q1 		$205K Buy
+710
New +$188K 0.11% 246

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

Everpar Advisors's GLD Position: Q2 2026 in Review

Everpar Advisors reduced its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, selling an estimated $47.6K and leaving 717 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #241.

Everpar Advisors first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Everpar Advisors held 717 shares of SPDR Gold Trust worth $264K as of Q2 2026.
  • Everpar Advisors sold 115 SPDR Gold Trust shares in Q2 2026, an estimated $47.6K.
  • SPDR Gold Trust made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #241 holding.
  • Everpar Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Everpar Advisors's SPDR Gold Trust position peaked at $405K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.