Guardian Asset Advisors’s SPDR Gold Trust GLD Stock Holding History

Guardian Asset 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	$655K	Sell	1,778 -13	-0.7%	-$5.39K	0.3%	64
2026 Q1	$771K	Sell	1,791 -121	-6%	-$54.2K	0.45%	45
2025 Q4	$758K	Buy	1,912 +30	+2%	+$11.5K	0.39%	53
2025 Q3	$669K	Sell	1,882 -9	-0.5%	-$2.87K	0.36%	54
2025 Q2	$576K	Buy	1,891 +54	+3%	+$16.4K	0.33%	59
2025 Q1	$529K	Buy	1,837 +76	+4%	+$20.1K	0.35%	56
2024 Q4	$426K	Hold	1,761	–	–	0.27%	66
2024 Q3	$428K	Buy	1,761 +265	+18%	+$60.7K	0.29%	65
2024 Q2	$322K	Buy	1,496 +33	+2%	+$7.14K	0.24%	77
2024 Q1	$301K	Sell	1,463 -116	-7%	-$22.3K	0.25%	78
2023 Q4	$302K	Buy	+1,579	New	+$289K	0.28%	71

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Guardian Asset Advisors's GLD Position: Q2 2026 in Review

Guardian Asset Advisors reduced its SPDR Gold Trust (GLD) stake by 0.73% in Q2 2026, selling an estimated $5.39K and leaving 1,778 shares worth $655K. The position accounts for 0.3% of the portfolio, ranked #64.

Guardian Asset Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $771K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Guardian Asset Advisors held 1,778 shares of SPDR Gold Trust worth $655K as of Q2 2026.
Guardian Asset Advisors sold 13 SPDR Gold Trust shares in Q2 2026, an estimated $5.39K.
SPDR Gold Trust made up 0.3% of Guardian Asset Advisors's portfolio in Q2 2026, its #64 holding.
Guardian Asset Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's SPDR Gold Trust position peaked at $771K in Q1 2026.
1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.