Greenbush Financial Group’s SPDR Gold Trust GLD Stock Holding History

Greenbush Financial Group’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	$14.2M	Buy	38,619 +674	+2%	+$279K	4.18%	9
2026 Q1	$16.3M	Sell	37,945 -4,813	-11%	-$2.16M	5.41%	7
2025 Q4	$16.9M	Buy	42,758 +1,669	+4%	+$637K	5.76%	5
2025 Q3	$14.6M	Buy	41,089 +1,331	+3%	+$424K	5.6%	5
2025 Q2	$12.1M	Sell	39,758 -2,322	-6%	-$703K	5.28%	7
2025 Q1	$12.1M	Sell	42,080 -1,668	-4%	-$441K	6.03%	4
2024 Q4	$10.6M	Buy	+43,748	New	+$10.8M	5.6%	4

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Greenbush Financial Group's GLD Position: Q2 2026 in Review

Greenbush Financial Group increased its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, buying an estimated $279K and bringing the position to 38,619 shares worth $14.2M. The position accounts for 4.18% of the portfolio, ranked #9.

Greenbush Financial Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9M in Q4 2025. 791 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Greenbush Financial Group held 38,619 shares of SPDR Gold Trust worth $14.2M as of Q2 2026.
Greenbush Financial Group bought 674 SPDR Gold Trust shares in Q2 2026, an estimated $279K.
SPDR Gold Trust made up 4.18% of Greenbush Financial Group's portfolio in Q2 2026, its #9 holding.
Greenbush Financial Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Greenbush Financial Group's SPDR Gold Trust position peaked at $16.9M in Q4 2025.
791 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.