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Founders Financial Alliance’s SPDR Gold Trust GLD Stock Holding History

Founders Financial Alliance’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 		$1.22M Buy
3,301
+945
+40% +$391K 0.16% 128
2026
Q1 		$1.01M Buy
2,356
+352
+18% +$158K 0.18% 118
2025
Q4 		$794K Sell
2,004
-464
-19% -$177K 0.15% 134
2025
Q3 		$877K Buy
2,468
+467
+23% +$149K 0.17% 126
2025
Q2 		$610K Sell
2,001
-395
-16% -$120K 0.14% 152
2025
Q1 		$690K Buy
2,396
+57
+2% +$15.1K 0.17% 133
2024
Q4 		$566K Sell
2,339
-20
-0.8% -$4.92K 0.16% 130
2024
Q3 		$573K Hold
2,359
– – 0.16% 126
2024
Q2 		$507K Buy
2,359
+52
+2% +$11.2K 0.15% 130
2024
Q1 		$475K Buy
2,307
+338
+17% +$64.9K 0.14% 144
2023
Q4 		$376K Sell
1,969
-142
-7% -$26K 0.15% 147
2023
Q3 		$362K Buy
2,111
+66
+3% +$11.8K 0.16% 139
2023
Q2 		$365K Buy
2,045
+517
+34% +$95K 0.14% 156
2023
Q1 		$280K Sell
1,528
-287
-16% -$50.5K 0.14% 157
2022
Q4 		$308K Hold
1,815
– – 0.14% 161
2022
Q3 		$281K Sell
1,815
-567
-24% -$91.2K 0.14% 157
2022
Q2 		$401K Buy
2,382
+631
+36% +$110K 0.2% 109
2022
Q1 		$316K Buy
+1,751
New +$307K 0.14% 149
2020
Q4 		– Sell
-425
Closed -$76K – 760
2020
Q3 		$76K Buy
+425
New +$76.4K 0.05% 309

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Founders Financial Alliance's GLD Position: Q2 2026 in Review

Founders Financial Alliance increased its SPDR Gold Trust (GLD) stake by 40% in Q2 2026, buying an estimated $391K and bringing the position to 3,301 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #128.

Founders Financial Alliance first reported a position in GLD in Q3 2020 and has held it in 19 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Founders Financial Alliance held 3,301 shares of SPDR Gold Trust worth $1.22M as of Q2 2026.
  • Founders Financial Alliance bought 945 SPDR Gold Trust shares in Q2 2026, an estimated $391K.
  • SPDR Gold Trust made up 0.16% of Founders Financial Alliance's portfolio in Q2 2026, its #128 holding.
  • Founders Financial Alliance first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 19 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.