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Financial Management Professionals’s SPDR Gold Trust GLD Stock Holding History

Financial Management Professionals’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 		$1.63M Buy
4,414
+27
+0.6% +$11.2K 0.15% 52
2026
Q1 		$1.89M Buy
4,387
+5
+0.1% +$2.24K 0.21% 40
2025
Q4 		$1.74M Sell
4,382
-217
-5% -$82.9K 0.18% 46
2025
Q3 		$1.63M Buy
4,599
+1,331
+41% +$424K 0.17% 51
2025
Q2 		$996K Buy
3,268
+1,762
+117% +$534K 0.11% 65
2025
Q1 		$434K Buy
1,506
+190
+14% +$50.2K 0.06% 99
2024
Q4 		$319K Buy
1,316
+10
+0.8% +$2.46K 0.04% 125
2024
Q3 		$317K Buy
1,306
+5
+0.4% +$1.15K 0.04% 119
2024
Q2 		$280K Buy
1,301
+139
+12% +$30.1K 0.04% 123
2024
Q1 		$239K Buy
1,162
+40
+4% +$7.68K 0.04% 135
2023
Q4 		$214K Hold
1,122
– – 0.03% 125
2023
Q3 		$192K Buy
1,122
+5
+0.4% +$894 0.03% 124
2023
Q2 		$199K Hold
1,117
– – 0.03% 128
2023
Q1 		$205K Buy
1,117
+10
+0.9% +$1.76K 0.04% 128
2022
Q4 		$188K Buy
1,107
+10
+0.9% +$1.61K 0.04% 118
2022
Q3 		$170K Sell
1,097
-170
-13% -$27.3K 0.04% 112
2022
Q2 		$213K Buy
1,267
+50
+4% +$8.73K 0.05% 95
2022
Q1 		$220K Buy
1,217
+220
+22% +$38.6K 0.05% 97
2021
Q4 		$170K Hold
997
– – 0.04% 106
2021
Q3 		$164K Hold
997
– – 0.04% 98
2021
Q2 		$165K Hold
997
– – 0.04% 97
2021
Q1 		$159K Hold
997
– – 0.04% 86
2020
Q4 		$178K Hold
997
– – 0.05% 74
2020
Q3 		$177K Buy
997
+162
+19% +$29.1K 0.06% 68
2020
Q2 		$140K Hold
835
– – 0.05% 71
2020
Q1 		$124K Buy
835
+465
+126% +$69.2K 0.05% 55
2019
Q4 		$53K Buy
370
+150
+68% +$21K 0.02% 97
2019
Q3 		$31K Hold
220
– – 0.01% 121
2019
Q2 		$29K Hold
220
– – 0.01% 124
2019
Q1 		$27K Hold
220
– – 0.01% 113
2018
Q4 		$27K Hold
220
– – 0.02% 104
2018
Q3 		$25K Sell
220
-385
-64% -$44.2K 0.01% 115
2018
Q2 		$72K Hold
605
– – 0.03% 70
2018
Q1 		$76K Buy
605
+116
+24% +$14.6K 0.04% 66
2017
Q4 		$60K Hold
489
– – 0.03% 75
2017
Q3 		$59K Hold
489
– – 0.03% 79
2017
Q2 		$57K Hold
489
– – 0.03% 85
2017
Q1 		$58K Hold
489
– – 0.03% 79
2016
Q4 		$53K Hold
489
– – 0.03% 90
2016
Q3 		$61K Sell
489
-14
-3% -$1.78K 0.03% 88
2016
Q2 		$62K Buy
503
+14
+3% +$1.69K 0.03% 78
2016
Q1 		$58K Hold
489
– – 0.03% 69
2015
Q4 		$49K Sell
489
-16
-3% -$1.69K 0.03% 74
2015
Q3 		$54K Buy
505
+16
+3% +$1.72K 0.04% 81
2015
Q2 		$54K Hold
489
– – 0.03% 82
2015
Q1 		$56K Hold
489
– – 0.03% 79
2014
Q4 		$56K Hold
489
– – 0.03% 87
2014
Q3 		$56K Hold
489
– – 0.04% 86
2014
Q2 		$62K Hold
489
– – 0.04% 74
2014
Q1 		$60K Hold
489
– – 0.04% 80
2013
Q4 		$57K Hold
489
– – 0.04% 75
2013
Q3 		$63K Hold
489
– – 0.04% 72
2013
Q2 		$58K Buy
+489
New +$67K 0.04% 78

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Financial Management Professionals's GLD Position: Q2 2026 in Review

Financial Management Professionals increased its SPDR Gold Trust (GLD) stake by 0.62% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,414 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #52.

Financial Management Professionals first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.89M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Financial Management Professionals held 4,414 shares of SPDR Gold Trust worth $1.63M as of Q2 2026.
  • Financial Management Professionals bought 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.15% of Financial Management Professionals's portfolio in Q2 2026, its #52 holding.
  • Financial Management Professionals first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's SPDR Gold Trust position peaked at $1.89M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.