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Herbst Group’s SPDR Gold Trust GLD Stock Holding History

Herbst 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 		– Sell
-7,205
Closed -$3.1M – 69
2026
Q1 		$3.1M Sell
7,205
-2,605
-27% -$1.17M 1.91% 22
2025
Q4 		$3.89M Buy
9,810
+1,893
+24% +$723K 2.29% 15
2025
Q3 		$2.81M Buy
7,917
+163
+2% +$51.9K 1.75% 28
2025
Q2 		$2.36M Buy
7,754
+1,051
+16% +$318K 1.42% 35
2025
Q1 		$1.93M Buy
+6,703
New +$1.77M 1.37% 34

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Herbst Group's GLD Position: Q2 2026 in Review

Herbst Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 7,205 shares — an estimated $3.1M sold.

Herbst Group first reported a position in GLD in Q1 2025 and held it in 5 quarters. The position peaked at $3.89M in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Herbst Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Herbst Group sold 7,205 SPDR Gold Trust shares in Q2 2026, an estimated $3.1M.
  • Herbst Group first reported a position in SPDR Gold Trust in Q1 2025 and held it in 5 quarters.
  • Herbst Group's SPDR Gold Trust position peaked at $3.89M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.