Finivi Inc’s SPDR Gold Trust GLD Stock Holding History

Finivi Inc’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	$1.02M	Sell	2,767 -963	-26%	-$399K	0.52%	48
2026 Q1	$1.6M	Buy	3,730 +45	+1%	+$20.2K	0.88%	30
2025 Q4	$1.46M	Buy	3,685 +80	+2%	+$30.6K	0.84%	32
2025 Q3	$1.28M	Buy	3,605 +65	+2%	+$20.7K	0.82%	33
2025 Q2	$1.08M	Buy	3,540 +600	+20%	+$182K	0.73%	37
2025 Q1	$847K	Buy	2,940 +120	+4%	+$31.7K	0.68%	39
2024 Q4	$683K	Sell	2,820 -50	-2%	-$12.3K	0.55%	45
2024 Q3	$698K	Sell	2,870 -17	-0.6%	-$3.89K	0.57%	45
2024 Q2	$621K	Buy	2,887 +152	+6%	+$32.9K	0.51%	49
2024 Q1	$563K	Buy	2,735 +32	+1%	+$6.14K	0.51%	52
2023 Q4	$517K	Buy	+2,703	New	+$495K	0.5%	54
2021 Q4	$261K	Buy	+1,528	New	+$257K	0.28%	66

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 $59.9B AUM 27.01% 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

Finivi Inc's GLD Position: Q2 2026 in Review

Finivi Inc reduced its SPDR Gold Trust (GLD) stake by 26% in Q2 2026, selling an estimated $399K and leaving 2,767 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #48.

Finivi Inc first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2026. 2,973 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Finivi Inc held 2,767 shares of SPDR Gold Trust worth $1.02M as of Q2 2026.
Finivi Inc sold 963 SPDR Gold Trust shares in Q2 2026, an estimated $399K.
SPDR Gold Trust made up 0.52% of Finivi Inc's portfolio in Q2 2026, its #48 holding.
Finivi Inc first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's SPDR Gold Trust position peaked at $1.6M in Q1 2026.
2,973 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.