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Flagship Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Flagship Wealth Advisors’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 		$5.43M Buy
14,730
+1,441
+11% +$597K 1.21% 23
2026
Q1 		$4.05M Sell
13,289
-1,672
-11% -$749K 1.74% 17
2025
Q4 		$5.93M Buy
14,961
+279
+2% +$107K 1.72% 20
2025
Q3 		$5.22M Buy
14,682
+484
+3% +$154K 1.72% 19
2025
Q2 		$4.33M Sell
14,198
-342
-2% -$104K 1.63% 17
2025
Q1 		$4.19M Buy
14,540
+4,678
+47% +$1.24M 1.76% 17
2024
Q4 		$2.39M Buy
+9,862
New +$2.42M 1.4% 18

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

Flagship Wealth Advisors's GLD Position: Q2 2026 in Review

Flagship Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $597K and bringing the position to 14,730 shares worth $5.43M. The position accounts for 1.21% of the portfolio, ranked #23.

Flagship Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.93M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Flagship Wealth Advisors held 14,730 shares of SPDR Gold Trust worth $5.43M as of Q2 2026.
  • Flagship Wealth Advisors bought 1,441 SPDR Gold Trust shares in Q2 2026, an estimated $597K.
  • SPDR Gold Trust made up 1.21% of Flagship Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Flagship Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's SPDR Gold Trust position peaked at $5.93M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.