Guardian Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Guardian Financial Partners’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	$254K	Hold	689	–	–	0.1%	65
2026 Q1	$296K	Sell	689 -268	-28%	-$120K	0.13%	58
2025 Q4	$379K	Buy	957 +132	+16%	+$50.4K	0.16%	54
2025 Q3	$293K	Buy	+825	New	+$263K	0.12%	55
2022 Q1	–	Sell	-2,074	Closed	-$355K	–	39
2021 Q4	$355K	Buy	+2,074	New	+$348K	0.34%	29

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Guardian Financial Partners's GLD Position: Q2 2026 in Review

Guardian Financial Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 689 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #65.

Guardian Financial Partners first reported a position in GLD in Q4 2021 and has held it in 5 quarters since. The position peaked at $379K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Guardian Financial Partners held 689 shares of SPDR Gold Trust worth $254K as of Q2 2026.
Guardian Financial Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.1% of Guardian Financial Partners's portfolio in Q2 2026, its #65 holding.
Guardian Financial Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 5 quarters since.
Guardian Financial Partners's SPDR Gold Trust position peaked at $379K in Q4 2025.
3,006 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.