FGG
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Financial Guidance Group’s SPDR Gold Trust GLD Stock Holding History

Financial Guidance 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 		$2.65M Sell
7,200
-512
-7% -$212K 0.99% 34
2026
Q1 		$3.32M Sell
7,712
-94
-1% -$42.1K 1.33% 28
2025
Q4 		$3.09M Sell
7,806
-64
-0.8% -$24.4K 1.27% 30
2025
Q3 		$2.8M Sell
7,870
-422
-5% -$134K 1.25% 29
2025
Q2 		$2.53M Sell
8,292
-14
-0.2% -$4.24K 1.23% 28
2025
Q1 		$2.39M Sell
8,306
-116
-1% -$30.7K 1.29% 27
2024
Q4 		$2.04M Hold
8,422
– – 1.12% 28
2024
Q3 		$2.05M Sell
8,422
-162
-2% -$37.1K 1.19% 25
2024
Q2 		$1.85M Sell
8,584
-408
-5% -$88.2K 1.13% 24
2024
Q1 		$1.85M Hold
8,992
– – 1.2% 22
2023
Q4 		$1.72M Sell
8,992
-673
-7% -$123K 1.19% 22
2023
Q3 		$1.66M Sell
9,665
-35
-0.4% -$6.26K 1.25% 20
2023
Q2 		$1.73M Hold
9,700
– – 1.27% 21
2023
Q1 		$1.78M Sell
9,700
-234
-2% -$41.2K 1.35% 20
2022
Q4 		$1.69M Buy
9,934
+15
+0.2% +$2.42K 1.37% 19
2022
Q3 		$1.53M Sell
9,919
-45
-0.5% -$7.24K 1.23% 22
2022
Q2 		$1.68M Sell
9,964
-415
-4% -$72.5K 1.32% 21
2022
Q1 		$1.88M Buy
+10,379
New +$1.82M 1.29% 18

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 Guidance Group's GLD Position: Q2 2026 in Review

Financial Guidance Group reduced its SPDR Gold Trust (GLD) stake by 6.6% in Q2 2026, selling an estimated $212K and leaving 7,200 shares worth $2.65M. The position accounts for 0.99% of the portfolio, ranked #34.

Financial Guidance Group first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.32M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Financial Guidance Group held 7,200 shares of SPDR Gold Trust worth $2.65M as of Q2 2026.
  • Financial Guidance Group sold 512 SPDR Gold Trust shares in Q2 2026, an estimated $212K.
  • SPDR Gold Trust made up 0.99% of Financial Guidance Group's portfolio in Q2 2026, its #34 holding.
  • Financial Guidance Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's SPDR Gold Trust position peaked at $3.32M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.