HFG Wealth Management’s SPDR Gold Trust GLD Stock Holding History

HFG Wealth Management’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	-1,113	Closed	-$479K	–	46
2026 Q1	$479K	Hold	1,113	–	–	0.26%	40
2025 Q4	$441K	Hold	1,113	–	–	0.24%	40
2025 Q3	$396K	Hold	1,113	–	–	0.22%	41
2025 Q2	$321K	Sell	1,113 -1	-0.1%	-$303	0.2%	44
2025 Q1	$270K	Buy	+1,114	New	+$295K	0.16%	45
2023 Q1	$462K	Buy	+2,520	New	+$443K	0.1%	61

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 $60.8B AUM 26.63% 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

HFG Wealth Management's GLD Position: Q2 2026 in Review

HFG Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 1,113 shares — an estimated $479K sold.

HFG Wealth Management first reported a position in GLD in Q1 2023 and held it in 6 quarters. The position peaked at $479K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

HFG Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
HFG Wealth Management sold 1,113 SPDR Gold Trust shares in Q2 2026, an estimated $479K.
HFG Wealth Management first reported a position in SPDR Gold Trust in Q1 2023 and held it in 6 quarters.
HFG Wealth Management's SPDR Gold Trust position peaked at $479K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.