First Heartland Consultants’s SPDR Gold Trust GLD Stock Holding History

First Heartland Consultants’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	$716K	Sell	1,943 -46	-2%	-$19.1K	0.05%	266
2026 Q1	$856K	Sell	1,989 -2,334	-54%	-$1.05M	0.07%	205
2025 Q4	$1.71M	Buy	4,323 +256	+6%	+$97.8K	0.13%	128
2025 Q3	$1.45M	Buy	4,067 +2,080	+105%	+$663K	0.12%	135
2025 Q2	$606K	Buy	1,987 +212	+12%	+$64.2K	0.05%	241
2025 Q1	$511K	Buy	1,775 +212	+14%	+$56.1K	0.05%	231
2024 Q4	$378K	Buy	1,563 +325	+26%	+$79.9K	0.04%	292
2024 Q3	$301K	Buy	1,238 +214	+21%	+$49K	0.03%	328
2024 Q2	$220	Buy	+1,024	New	+$221K	0.02%	395
2021 Q3	–	Sell	-1,394	Closed	-$231K	–	399
2021 Q2	$231K	Sell	1,394 -224	-14%	-$38.1K	0.04%	344
2021 Q1	$259K	Buy	1,618 +55	+4%	+$9.24K	0.04%	316
2020 Q4	$279K	Buy	1,563 +259	+20%	+$45.6K	0.05%	255
2020 Q3	$231K	Sell	1,304 -103	-7%	-$18.5K	0.04%	250
2020 Q2	$235K	Sell	1,407 -267	-16%	-$43.1K	0.05%	242
2020 Q1	$248K	Sell	1,674 -11,044	-87%	-$1.64M	0.06%	209
2019 Q4	$1.82M	Sell	12,718 -301	-2%	-$42.1K	0.36%	70
2019 Q3	$1.81M	Buy	13,019 +11,300	+657%	+$1.57M	0.39%	67
2019 Q2	$229K	Sell	1,719 -8,787	-84%	-$1.09M	0.06%	254
2019 Q1	$1.28M	Sell	10,506 -308	-3%	-$37.9K	0.36%	73
2018 Q4	$1.31M	Sell	10,814 -3,376	-24%	-$392K	0.49%	58
2018 Q3	$1.6M	Sell	14,190 -880	-6%	-$101K	0.5%	57
2018 Q2	$1.79M	Sell	15,070 -127	-0.8%	-$15.7K	0.63%	44
2018 Q1	$1.91M	Sell	15,197 -107	-0.7%	-$13.5K	0.57%	55
2017 Q4	$1.89M	Sell	15,304 -970	-6%	-$118K	0.57%	53
2017 Q3	$1.98M	Sell	16,274 -103	-0.6%	-$12.5K	0.48%	52
2017 Q2	$1.93M	Sell	16,377 -5,356	-25%	-$641K	0.5%	49
2017 Q1	$2.58M	Sell	21,733 -14,669	-40%	-$1.71M	0.72%	26
2016 Q4	$3.99M	Buy	36,402 +9,097	+33%	+$1.06M	1.21%	15
2016 Q3	$3.43M	Buy	27,305 +13,760	+102%	+$1.75M	1%	22
2016 Q2	$1.71K	Buy	13,545 +9,604	+244%	+$1.16M	0.19%	46
2016 Q1	$464K	Buy	+3,941	New	+$447K	0.18%	147
2015 Q1	–	Sell	-2,286	Closed	-$260K	–	261
2014 Q4	$260K	Buy	2,286 +19	+0.8%	+$2.19K	0.11%	198
2014 Q3	$263K	Sell	2,267 -82	-3%	-$10.1K	0.12%	194
2014 Q2	$301K	Sell	2,349 -956	-29%	-$119K	0.14%	170
2014 Q1	$409K	Buy	+3,305	New	+$412K	0.2%	132
2013 Q4	–	Sell	-4,014	Closed	-$500K	–	215
2013 Q3	$500K	Sell	4,014 -196	-5%	-$25.2K	0.3%	96
2013 Q2	$501K	Buy	+4,210	New	+$577K	0.29%	95

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

First Heartland Consultants's GLD Position: Q2 2026 in Review

First Heartland Consultants reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $19.1K and leaving 1,943 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #266.

First Heartland Consultants first reported a position in GLD in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.99M in Q4 2016. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

First Heartland Consultants held 1,943 shares of SPDR Gold Trust worth $716K as of Q2 2026.
First Heartland Consultants sold 46 SPDR Gold Trust shares in Q2 2026, an estimated $19.1K.
SPDR Gold Trust made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #266 holding.
First Heartland Consultants first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 37 quarters since.
First Heartland Consultants's SPDR Gold Trust position peaked at $3.99M in Q4 2016.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.