HSG
GLD icon

Helen Stephens Group’s SPDR Gold Trust GLD Stock Holding History

Helen Stephens 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 		$640K Hold
1,736
– – 0.11% 80
2026
Q1 		$747K Hold
1,736
– – 0.15% 65
2025
Q4 		$688K Buy
1,736
+15
+0.9% +$5.73K 0.14% 60
2025
Q3 		$612K Buy
1,721
+33
+2% +$10.5K 0.14% 58
2025
Q2 		$515K Buy
1,688
+677
+67% +$205K 0.13% 53
2025
Q1 		$291K Hold
1,011
– – 0.08% 68
2024
Q4 		$245K Hold
1,011
– – 0.07% 76
2024
Q3 		$246K Buy
+1,011
New +$232K 0.07% 80

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

Helen Stephens Group's GLD Position: Q2 2026 in Review

Helen Stephens Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,736 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #80.

Helen Stephens Group first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $747K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Helen Stephens Group held 1,736 shares of SPDR Gold Trust worth $640K as of Q2 2026.
  • Helen Stephens Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #80 holding.
  • Helen Stephens Group first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Helen Stephens Group's SPDR Gold Trust position peaked at $747K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.