HAS
GLD icon

HBW Advisory Services’s SPDR Gold Trust GLD Stock Holding History

HBW Advisory 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 		$980K Sell
2,659
-1,133
-30% -$469K 0.09% 201
2026
Q1 		$1.63M Buy
3,792
+846
+29% +$379K 0.17% 133
2025
Q4 		$1.17M Sell
2,946
-3,644
-55% -$1.39M 0.13% 169
2025
Q3 		$2.34M Buy
6,590
+1,652
+33% +$526K 0.26% 97
2025
Q2 		$1.12M Buy
4,938
+1,450
+42% +$439K 0.14% 160
2025
Q1 		$1.01M Sell
3,488
-214
-6% -$56.6K 0.14% 144
2024
Q4 		$896K Sell
3,702
-383
-9% -$94.1K 0.09% 141
2024
Q3 		$993K Buy
4,085
+751
+23% +$172K 0.15% 136
2024
Q2 		$717K Buy
3,334
+1,036
+45% +$224K 0.12% 164
2024
Q1 		$439K Hold
2,298
– – 0.08% 186
2023
Q4 		$439K Buy
2,298
+502
+28% +$92K 0.08% 186
2023
Q3 		$308K Buy
+1,796
New +$321K 0.06% 208
2023
Q2 		– Sell
-5,719
Closed -$224K – 306
2023
Q1 		$224K Buy
+5,719
New +$1.01M 0.06% 240
2020
Q3 		– Sell
-1,248
Closed -$209K – 214
2020
Q2 		$209K Buy
+1,248
New +$201K 0.1% 172

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

HBW Advisory Services's GLD Position: Q2 2026 in Review

HBW Advisory Services reduced its SPDR Gold Trust (GLD) stake by 30% in Q2 2026, selling an estimated $469K and leaving 2,659 shares worth $980K. The position accounts for 0.09% of the portfolio, ranked #201.

HBW Advisory Services first reported a position in GLD in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.34M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • HBW Advisory Services held 2,659 shares of SPDR Gold Trust worth $980K as of Q2 2026.
  • HBW Advisory Services sold 1,133 SPDR Gold Trust shares in Q2 2026, an estimated $469K.
  • SPDR Gold Trust made up 0.09% of HBW Advisory Services's portfolio in Q2 2026, its #201 holding.
  • HBW Advisory Services first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 14 quarters since.
  • HBW Advisory Services's SPDR Gold Trust position peaked at $2.34M in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.