Financial Gravity Companies’s SPDR Gold Trust GLD Stock Holding History

Financial Gravity Companies’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	$1.84K	Buy	+5	New	+$2.07K	﹤0.01%	768
2025 Q2	$425K	Buy	+1,394	New	+$422K	0.08%	107
2024 Q4	$380K	Sell	1,569 -64	-4%	-$15.7K	0.09%	104
2024 Q3	$397K	Buy	+1,633	New	+$374K	0.11%	71
2018 Q1	$34K	Buy	272 +31	+13%	+$3.91K	0.03%	434
2017 Q4	$31K	Buy	+241	New	+$29.2K	0.04%	417

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Gravity Companies's GLD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 5 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GLD as recently as Q2 2025.

Financial Gravity Companies first reported a position in GLD in Q4 2017 and has held it in 6 quarters since. The position peaked at $425K in Q2 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Financial Gravity Companies held 5 shares of SPDR Gold Trust worth $1.84K as of Q2 2026.
SPDR Gold Trust was a new Financial Gravity Companies position in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #768 holding.
Financial Gravity Companies first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's SPDR Gold Trust position peaked at $425K in Q2 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.