FFM
GLD icon

Forum Financial Management’s SPDR Gold Trust GLD Stock Holding History

Forum Financial 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 		$728K Sell
1,975
-45
-2% -$18.6K 0.01% 165
2026
Q1 		$869K Sell
2,020
-112
-5% -$50.2K 0.01% 138
2025
Q4 		$845K Buy
2,132
+6
+0.3% +$2.29K 0.01% 293
2025
Q3 		$756K Buy
2,126
+863
+68% +$275K 0.01% 308
2025
Q2 		$385K Buy
1,263
+46
+4% +$13.9K 0.01% 524
2025
Q1 		$351K Buy
+1,217
New +$322K 0.01% 512

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Forum Financial Management's GLD Position: Q2 2026 in Review

Forum Financial Management reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, selling an estimated $18.6K and leaving 1,975 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #165.

Forum Financial Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $869K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Forum Financial Management held 1,975 shares of SPDR Gold Trust worth $728K as of Q2 2026.
  • Forum Financial Management sold 45 SPDR Gold Trust shares in Q2 2026, an estimated $18.6K.
  • SPDR Gold Trust made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #165 holding.
  • Forum Financial Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Forum Financial Management's SPDR Gold Trust position peaked at $869K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.