Gradient Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Gradient Capital 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	$3.63M	Buy	9,846 +400	+4%	+$166K	0.84%	38
2026 Q1	$4.06M	Buy	9,446 +130	+1%	+$58.2K	1.05%	33
2025 Q4	$3.69M	Sell	9,316 -171	-2%	-$65.3K	0.95%	36
2025 Q3	$3.37M	Sell	9,487 -345	-4%	-$110K	0.9%	37
2025 Q2	$3M	Buy	9,832 +831	+9%	+$252K	0.89%	37
2025 Q1	$2.59M	Buy	9,001 +3,258	+57%	+$862K	0.85%	36
2024 Q4	$1.39M	Buy	5,743 +42	+0.7%	+$10.3K	0.45%	50
2024 Q3	$1.39M	Buy	5,701 +4	+0.1%	+$916	0.46%	51
2024 Q2	$1.22M	Buy	5,697 +383	+7%	+$82.8K	0.44%	51
2024 Q1	$1.09M	Buy	5,314 +7	+0.1%	+$1.34K	0.4%	56
2023 Q4	$1.01M	Sell	5,307 -64	-1%	-$11.7K	0.39%	59
2023 Q3	$921K	Sell	5,371 -94	-2%	-$16.8K	0.39%	57
2023 Q2	$974K	Buy	5,465 +522	+11%	+$95.9K	0.39%	57
2023 Q1	$906K	Buy	4,943 +148	+3%	+$26K	0.39%	60
2022 Q4	$813K	Buy	4,795 +9	+0.2%	+$1.45K	0.37%	65
2022 Q3	$740K	Sell	4,786 -188	-4%	-$30.2K	0.35%	66
2022 Q2	$838K	Buy	4,974 +198	+4%	+$34.6K	0.4%	55
2022 Q1	$863K	Buy	4,776 +337	+8%	+$59.1K	0.37%	61
2021 Q4	$759K	Sell	4,439 -74	-2%	-$12.4K	0.32%	67
2021 Q3	$741K	Sell	4,513 -99	-2%	-$16.6K	0.34%	64
2021 Q2	$764K	Buy	4,612 +316	+7%	+$53.7K	0.36%	59
2021 Q1	$687K	Sell	4,296 -25	-0.6%	-$4.2K	0.36%	60
2020 Q4	$771K	Buy	4,321 +531	+14%	+$93.5K	0.44%	51
2020 Q3	$671K	Sell	3,790 -29	-0.8%	-$5.21K	0.42%	54
2020 Q2	$639K	Buy	3,819 +184	+5%	+$29.7K	0.43%	52
2020 Q1	$538K	Sell	3,635 -590	-14%	-$87.8K	0.43%	52
2019 Q4	$604K	Sell	4,225 -770	-15%	-$108K	0.42%	52
2019 Q3	$694K	Buy	4,995 +35	+0.7%	+$4.87K	0.52%	47
2019 Q2	$661K	Buy	4,960 +30	+0.6%	+$3.71K	0.51%	46
2019 Q1	$602K	Sell	4,930 -1,598	-24%	-$197K	0.48%	44
2018 Q4	$792K	Buy	6,528 +154	+2%	+$17.9K	0.68%	35
2018 Q3	$719K	Buy	6,374 +62	+1%	+$7.11K	0.61%	34
2018 Q2	$749K	Hold	6,312	–	–	0.7%	33
2018 Q1	$794K	Hold	6,312	–	–	0.79%	28
2017 Q4	$780K	Buy	+6,312	New	+$765K	0.8%	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

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Gradient Capital Advisors's GLD Position: Q2 2026 in Review

Gradient Capital Advisors increased its SPDR Gold Trust (GLD) stake by 4.2% in Q2 2026, buying an estimated $166K and bringing the position to 9,846 shares worth $3.63M. The position accounts for 0.84% of the portfolio, ranked #38.

Gradient Capital Advisors first reported a position in GLD in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.06M in Q1 2026. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Gradient Capital Advisors held 9,846 shares of SPDR Gold Trust worth $3.63M as of Q2 2026.
Gradient Capital Advisors bought 400 SPDR Gold Trust shares in Q2 2026, an estimated $166K.
SPDR Gold Trust made up 0.84% of Gradient Capital Advisors's portfolio in Q2 2026, its #38 holding.
Gradient Capital Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's SPDR Gold Trust position peaked at $4.06M in Q1 2026.
629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.