Financial Engines Advisors
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Financial Engines Advisors’s SPDR Gold Trust GLD Stock Holding History

Financial Engines 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 		$3.82M Sell
10,369
-65
-0.6% -$26.9K 0.01% 169
2026
Q1 		$4.49M Sell
10,434
-405
-4% -$181K 0.01% 151
2025
Q4 		$4.3M Sell
10,839
-20,000
-65% -$7.64M 0.01% 159
2025
Q3 		$11M Buy
30,839
+20,668
+203% +$6.59M 0.02% 103
2025
Q2 		$3.1M Buy
10,171
+7,113
+233% +$2.15M 0.01% 174
2025
Q1 		$881K Buy
3,058
+698
+30% +$185K ﹤0.01% 267
2024
Q4 		$571K Buy
2,360
+604
+34% +$148K ﹤0.01% 314
2024
Q3 		$427K Sell
1,756
-1,144
-39% -$262K ﹤0.01% 292
2024
Q2 		$624K Buy
2,900
+1,291
+80% +$279K ﹤0.01% 247
2024
Q1 		$331K Buy
1,609
+360
+29% +$69.1K ﹤0.01% 277
2023
Q4 		$239K Buy
1,249
+58
+5% +$10.6K ﹤0.01% 291
2023
Q3 		$204K Sell
1,191
-878
-42% -$157K ﹤0.01% 277
2023
Q2 		$369K Sell
2,069
-1,156
-36% -$212K ﹤0.01% 231
2023
Q1 		$591K Buy
3,225
+113
+4% +$19.9K ﹤0.01% 203
2022
Q4 		$528K Sell
3,112
-257
-8% -$41.4K ﹤0.01% 206
2022
Q3 		$521K Sell
3,369
-132
-4% -$21.2K ﹤0.01% 196
2022
Q2 		$589K Sell
3,501
-414
-11% -$72.3K ﹤0.01% 190
2022
Q1 		$707K Buy
+3,915
New +$687K ﹤0.01% 181
2021
Q4 		– Sell
-1,800
Closed -$295K – 279
2021
Q3 		$295K Buy
1,800
+441
+32% +$73.8K ﹤0.01% 215
2021
Q2 		$225K Sell
1,359
-1,092
-45% -$186K ﹤0.01% 200
2021
Q1 		$392K Sell
2,451
-2,073
-46% -$348K ﹤0.01% 182
2020
Q4 		$807K Sell
4,524
-1,546
-25% -$272K ﹤0.01% 128
2020
Q3 		$1.07M Buy
6,070
+4,696
+342% +$844K ﹤0.01% 103
2020
Q2 		$230K Buy
+1,374
New +$222K ﹤0.01% 183

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Engines Advisors's GLD Position: Q2 2026 in Review

Financial Engines Advisors reduced its SPDR Gold Trust (GLD) stake by 0.62% in Q2 2026, selling an estimated $26.9K and leaving 10,369 shares worth $3.82M. The position accounts for 0.01% of the portfolio, ranked #169.

Financial Engines Advisors first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $11M in Q3 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Financial Engines Advisors held 10,369 shares of SPDR Gold Trust worth $3.82M as of Q2 2026.
  • Financial Engines Advisors sold 65 SPDR Gold Trust shares in Q2 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #169 holding.
  • Financial Engines Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Financial Engines Advisors's SPDR Gold Trust position peaked at $11M in Q3 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.