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Exeter Financial’s SPDR Gold Trust GLD Stock Holding History

Exeter Financial’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 		$767K Hold
2,082
– – 0.29% 67
2026
Q1 		$896K Hold
2,082
– – 0.37% 61
2025
Q4 		$825K Hold
2,082
– – 0.35% 64
2025
Q3 		$740K Sell
2,082
-53
-2% -$16.9K 0.32% 68
2025
Q2 		$651K Hold
2,135
– – 0.29% 71
2025
Q1 		$615K Hold
2,135
– – 0.28% 72
2024
Q4 		$517K Sell
2,135
-56
-3% -$13.8K 0.24% 70
2024
Q3 		$533K Hold
2,191
– – 0.24% 72
2024
Q2 		$471K Hold
2,191
– – 0.22% 73
2024
Q1 		$463K Hold
2,191
– – 0.21% 73
2023
Q4 		$412K Sell
2,191
-613
-22% -$112K 0.2% 74
2023
Q3 		$481K Hold
2,804
– – 0.25% 70
2023
Q2 		$503K Hold
2,804
– – 0.26% 70
2023
Q1 		$519K Sell
2,804
-76
-3% -$13.4K 0.26% 69
2022
Q4 		$489K Hold
2,880
– – 0.25% 67
2022
Q3 		$445K Hold
2,880
– – 0.26% 66
2022
Q2 		$485K Sell
2,880
-77
-3% -$13.4K 0.27% 66
2022
Q1 		$534K Hold
2,957
– – 0.29% 63
2021
Q4 		$498K Hold
2,957
– – 0.27% 64
2021
Q3 		$486K Hold
2,957
– – 0.29% 64
2021
Q2 		$495K Hold
2,957
– – 0.29% 65
2021
Q1 		$473K Sell
2,957
-91
-3% -$15.3K 0.3% 63
2020
Q4 		$544K Sell
3,048
-72
-2% -$12.7K 0.38% 62
2020
Q3 		$553K Hold
3,120
– – 0.43% 59
2020
Q2 		$522K Hold
3,120
– – 0.43% 58
2020
Q1 		$462K Hold
3,120
– – 0.43% 58
2019
Q4 		$446K Sell
3,120
-71
-2% -$9.92K 0.35% 60
2019
Q3 		$443K Hold
3,191
– – 0.35% 60
2019
Q2 		$425K Hold
3,191
– – 0.36% 61
2019
Q1 		$389K Hold
3,191
– – 0.34% 60
2018
Q4 		$387K Sell
3,191
-127
-4% -$14.8K 0.37% 60
2018
Q3 		$374K Hold
3,318
– – 0.31% 63
2018
Q2 		$394K Hold
3,318
– – 0.35% 62
2018
Q1 		$417K Hold
3,318
– – 0.36% 63
2017
Q4 		$410K Buy
+3,318
New +$402K 0.36% 62

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Exeter Financial's GLD Position: Q2 2026 in Review

Exeter Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,082 shares worth $767K. The position accounts for 0.29% of the portfolio, ranked #67.

Exeter Financial first reported a position in GLD in Q4 2017 and has held it in 35 quarters since. The position peaked at $896K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Exeter Financial held 2,082 shares of SPDR Gold Trust worth $767K as of Q2 2026.
  • Exeter Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.29% of Exeter Financial's portfolio in Q2 2026, its #67 holding.
  • Exeter Financial first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 35 quarters since.
  • Exeter Financial's SPDR Gold Trust position peaked at $896K in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.