HAFS
GLD icon

Hapanowicz & Associates Financial Services’s SPDR Gold Trust GLD Stock Holding History

Hapanowicz & Associates Financial Services’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 		$1.05M Buy
2,856
+1,161
+68% +$481K 0.33% 21
2026
Q1 		$729K Buy
1,695
+144
+9% +$64.5K 0.29% 20
2025
Q4 		$615K Sell
1,551
-28
-2% -$10.7K 0.24% 20
2025
Q3 		$561K Buy
1,579
+44
+3% +$14K 0.26% 22
2025
Q2 		$468K Buy
1,535
+28
+2% +$8.48K 0.24% 21
2025
Q1 		$434K Buy
1,507
+11
+0.7% +$2.91K 0.24% 21
2024
Q4 		$362K Buy
1,496
+182
+14% +$44.7K 0.18% 23
2024
Q3 		$319K Hold
1,314
– – 0.16% 23
2024
Q2 		$283K Buy
1,314
+183
+16% +$39.6K 0.16% 22
2024
Q1 		$233K Hold
1,131
– – 0.13% 26
2023
Q4 		$216K Buy
+1,131
New +$207K 0.13% 30
2023
Q1 		– Sell
-1,279
Closed -$217K – 30
2022
Q4 		$217K Buy
+1,279
New +$206K 0.16% 25
2022
Q3 		– Sell
-1,285
Closed -$216K – 29
2022
Q2 		$216K Hold
1,285
– – 0.17% 25
2022
Q1 		$232K Hold
1,285
– – 0.11% 21
2021
Q4 		$220K Buy
+1,285
New +$216K 0.1% 30

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hapanowicz & Associates Financial Services's GLD Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services increased its SPDR Gold Trust (GLD) stake by 68% in Q2 2026, buying an estimated $481K and bringing the position to 2,856 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #21.

Hapanowicz & Associates Financial Services first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 2,856 shares of SPDR Gold Trust worth $1.05M as of Q2 2026.
  • Hapanowicz & Associates Financial Services bought 1,161 SPDR Gold Trust shares in Q2 2026, an estimated $481K.
  • SPDR Gold Trust made up 0.33% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #21 holding.
  • Hapanowicz & Associates Financial Services first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.