Financial Services Advisory’s SPDR Gold Trust GLD Stock Holding History

Financial Services Advisory’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	$1.88M	Buy	5,115 +887	+21%	+$367K	0.47%	37
2026 Q1	$1.82M	Buy	4,228 +159	+4%	+$71.2K	0.87%	25
2025 Q4	$1.61M	Buy	4,069 +944	+30%	+$361K	0.58%	34
2025 Q3	$1.11M	Buy	3,125 +1,319	+73%	+$420K	0.43%	35
2025 Q2	$551K	Sell	1,806 -217	-11%	-$65.7K	0.27%	40
2025 Q1	$583K	Sell	2,023 -241	-11%	-$63.7K	0.22%	41
2024 Q4	$548K	Sell	2,264 -15	-0.7%	-$3.69K	0.13%	48
2024 Q3	$554K	Buy	2,279 +53	+2%	+$12.1K	0.13%	51
2024 Q2	$479K	Buy	2,226 +34	+2%	+$7.35K	0.13%	48
2024 Q1	$451K	Buy	2,192 +541	+33%	+$104K	0.11%	49
2023 Q4	$316K	Buy	+1,651	New	+$303K	0.09%	54
2020 Q3	–	Sell	-6,017	Closed	-$1.01M	–	21
2020 Q2	$1.01M	Sell	6,017 -172	-3%	-$27.7K	0.51%	18
2020 Q1	$916K	Buy	+6,189	New	+$922K	11.47%	4
2019 Q2	–	Sell	-42,198	Closed	-$5.15M	–	24
2019 Q1	$5.15M	Sell	42,198 -1,082	-3%	-$133K	4.44%	10
2018 Q4	$5.25M	Buy	+43,280	New	+$5.03M	32.66%	1

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 Services Advisory's GLD Position: Q2 2026 in Review

Financial Services Advisory increased its SPDR Gold Trust (GLD) stake by 21% in Q2 2026, buying an estimated $367K and bringing the position to 5,115 shares worth $1.88M. The position accounts for 0.47% of the portfolio, ranked #37.

Financial Services Advisory first reported a position in GLD in Q4 2018 and has held it in 15 quarters since. The position peaked at $5.25M in Q4 2018. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Financial Services Advisory held 5,115 shares of SPDR Gold Trust worth $1.88M as of Q2 2026.
Financial Services Advisory bought 887 SPDR Gold Trust shares in Q2 2026, an estimated $367K.
SPDR Gold Trust made up 0.47% of Financial Services Advisory's portfolio in Q2 2026, its #37 holding.
Financial Services Advisory first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 15 quarters since.
Financial Services Advisory's SPDR Gold Trust position peaked at $5.25M in Q4 2018.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.