FD
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Financial Designs’s SPDR Gold Trust GLD Stock Holding History

Financial Designs’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 		$574K Hold
1,557
– – 0.31% 23
2026
Q1 		$670K Buy
+1,557
New +$697K 0.37% 23
2025
Q3 		– Sell
-1,695
Closed -$517K – 27
2025
Q2 		$517K Buy
+1,695
New +$513K 0.32% 24
2023
Q4 		– Sell
-2,089
Closed -$358K – 15
2023
Q3 		$358K Buy
+2,089
New +$374K 0.27% 19

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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 $44.6B AUM 28.94% 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

Financial Designs's GLD Position: Q2 2026 in Review

Financial Designs held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,557 shares worth $574K. The position accounts for 0.31% of the portfolio, ranked #23.

Financial Designs first reported a position in GLD in Q3 2023 and has held it in 4 quarters since. The position peaked at $670K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Financial Designs held 1,557 shares of SPDR Gold Trust worth $574K as of Q2 2026.
  • Financial Designs left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.31% of Financial Designs's portfolio in Q2 2026, its #23 holding.
  • Financial Designs first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 4 quarters since.
  • Financial Designs's SPDR Gold Trust position peaked at $670K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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