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GoalVest Advisory’s SPDR Gold Trust GLD Stock Holding History

GoalVest Advisory’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 		$134K Sell
363
-21
-5% -$8.7K 0.02% 139
2026
Q1 		$165K Buy
384
+80
+26% +$35.8K 0.03% 153
2025
Q4 		$120K Sell
304
-226
-43% -$86.3K 0.02% 172
2025
Q3 		$188K Buy
530
+6
+1% +$1.91K 0.04% 134
2025
Q2 		$160K Hold
524
– – 0.04% 146
2025
Q1 		$151K Sell
524
-187
-26% -$49.5K 0.04% 135
2024
Q4 		$172K Hold
711
– – 0.05% 124
2024
Q3 		$173K Hold
711
– – 0.05% 119
2024
Q2 		$153K Hold
711
– – 0.05% 118
2024
Q1 		$146K Hold
711
– – 0.05% 129
2023
Q4 		$136K Buy
711
+193
+37% +$35.4K 0.06% 82
2023
Q3 		$88.8K Buy
518
+116
+29% +$20.7K 0.04% 112
2023
Q2 		$71.7K Buy
+402
New +$73.9K 0.04% 118
2021
Q2 		$39K Sell
236
-10,964
-98% -$1.86M 0.02% 156
2021
Q1 		$1.79M Sell
11,200
-3,376
-23% -$567K 1.34% 20
2020
Q4 		$2.6M Buy
+14,576
New +$2.57M 2.19% 9

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SC
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

GoalVest Advisory's GLD Position: Q2 2026 in Review

GoalVest Advisory reduced its SPDR Gold Trust (GLD) stake by 5.5% in Q2 2026, selling an estimated $8.7K and leaving 363 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #139.

GoalVest Advisory first reported a position in GLD in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.6M in Q4 2020. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • GoalVest Advisory held 363 shares of SPDR Gold Trust worth $134K as of Q2 2026.
  • GoalVest Advisory sold 21 SPDR Gold Trust shares in Q2 2026, an estimated $8.7K.
  • SPDR Gold Trust made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #139 holding.
  • GoalVest Advisory first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 16 quarters since.
  • GoalVest Advisory's SPDR Gold Trust position peaked at $2.6M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.