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

Fiduciary 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 		$3.6M Buy
9,761
+397
+4% +$164K 0.41% 44
2026
Q1 		$4.03M Sell
9,364
-1,323
-12% -$592K 0.53% 36
2025
Q4 		$4.24M Sell
10,687
-887
-8% -$339K 0.6% 34
2025
Q3 		$4.11M Sell
11,574
-80
-0.7% -$25.5K 0.65% 31
2025
Q2 		$3.58M Sell
11,654
-157
-1% -$47.5K 0.65% 33
2025
Q1 		$3.45M Sell
11,811
-818
-6% -$216K 0.75% 30
2024
Q4 		$3.13M Sell
12,629
-283
-2% -$69.5K 0.68% 29
2024
Q3 		$3.13M Sell
12,912
-387
-3% -$88.6K 0.72% 28
2024
Q2 		$3.04M Buy
+13,299
New +$2.88M 0.73% 29

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Fiduciary Financial Group increased its SPDR Gold Trust (GLD) stake by 4.2% in Q2 2026, buying an estimated $164K and bringing the position to 9,761 shares worth $3.6M. The position accounts for 0.41% of the portfolio, ranked #44.

Fiduciary Financial Group first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.24M in Q4 2025. 1,150 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fiduciary Financial Group held 9,761 shares of SPDR Gold Trust worth $3.6M as of Q2 2026.
  • Fiduciary Financial Group bought 397 SPDR Gold Trust shares in Q2 2026, an estimated $164K.
  • SPDR Gold Trust made up 0.41% of Fiduciary Financial Group's portfolio in Q2 2026, its #44 holding.
  • Fiduciary Financial Group first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's SPDR Gold Trust position peaked at $4.24M in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.