Flaharty Asset Management’s SPDR Gold Trust GLD Stock Holding History

Flaharty Asset Management’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	–	Sell	-2,586	Closed	-$1.11M	–	75
2026 Q1	$1.11M	Sell	2,586 -505	-16%	-$226K	0.14%	53
2025 Q4	$1.22M	Buy	3,091 +1,063	+52%	+$406K	0.15%	53
2025 Q3	$721K	Sell	2,028 -975	-32%	-$311K	0.09%	62
2025 Q2	$915K	Sell	3,003 -3	-0.1%	-$908	0.13%	50
2025 Q1	$866K	Hold	3,006	–	–	0.13%	52
2024 Q4	$728K	Sell	3,006 -3	-0.1%	-$737	0.11%	60
2024 Q3	$731K	Hold	3,009	–	–	0.1%	60
2024 Q2	$647K	Hold	3,009	–	–	0.1%	60
2024 Q1	$619K	Sell	3,009 -247	-8%	-$47.4K	0.09%	65
2023 Q4	$622K	Buy	3,256 +247	+8%	+$45.3K	0.1%	61
2023 Q3	$516K	Hold	3,009	–	–	0.09%	61
2023 Q2	$536K	Buy	3,009 +6	+0.2%	+$1.1K	0.09%	61
2023 Q1	$550K	Hold	3,003	–	–	0.1%	57
2022 Q4	$509K	Hold	3,003	–	–	0.1%	67
2022 Q3	$464K	Hold	3,003	–	–	0.1%	66
2022 Q2	$506K	Hold	3,003	–	–	0.1%	66
2022 Q1	$542K	Sell	3,003 -9	-0.3%	-$1.58K	0.1%	57
2021 Q4	$515K	Hold	3,012	–	–	0.09%	68
2021 Q3	$495K	Sell	3,012 -30	-1%	-$5.02K	0.1%	66
2021 Q2	$504K	Buy	+3,042	New	+$517K	0.11%	72
2020 Q4	–	Sell	-1,920	Closed	-$340K	–	103
2020 Q3	$340K	Sell	1,920 -399	-17%	-$71.7K	0.11%	55
2020 Q2	$388K	Sell	2,319 -176	-7%	-$28.4K	0.14%	50
2020 Q1	$369K	Buy	2,495 +106	+4%	+$15.8K	0.17%	48
2019 Q4	$341K	Sell	2,389 -370	-13%	-$51.7K	0.12%	54
2019 Q3	$383K	Sell	2,759 -509	-16%	-$70.8K	0.15%	51
2019 Q2	$435K	Hold	3,268	–	–	0.17%	47
2019 Q1	$399K	Sell	3,268 -134	-4%	-$16.5K	0.16%	54
2018 Q4	$412K	Sell	3,402 -300	-8%	-$34.9K	0.18%	49
2018 Q3	$417K	Sell	3,702 -105	-3%	-$12K	0.16%	51
2018 Q2	$452K	Sell	3,807 -2,715	-42%	-$336K	0.18%	45
2018 Q1	$830K	Buy	6,522 +146	+2%	+$18.4K	0.35%	30
2017 Q4	$799K	Buy	6,376 +1,679	+36%	+$204K	0.35%	31
2017 Q3	$573K	Buy	4,697 +4,692	+93,840%	+$571K	0.29%	32
2017 Q2	$548	Sell	5 -4,966	-100%	-$594K	0.31%	33
2017 Q1	$595K	Buy	+4,971	New	+$578K	0.37%	29

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Flaharty Asset Management's GLD Position: Q2 2026 in Review

Flaharty Asset Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 2,586 shares — an estimated $1.11M sold.

Flaharty Asset Management first reported a position in GLD in Q1 2017 and held it in 35 quarters. The position peaked at $1.22M in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Flaharty Asset Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 2,586 SPDR Gold Trust shares in Q2 2026, an estimated $1.11M.
Flaharty Asset Management first reported a position in SPDR Gold Trust in Q1 2017 and held it in 35 quarters.
Flaharty Asset Management's SPDR Gold Trust position peaked at $1.22M in Q4 2025.
554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.