Highland Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Highland Financial Advisors’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	$355K	Buy	+964	New	+$399K	0.08%	55
2026 Q1	–	Sell	-537	Closed	-$213K	–	71
2025 Q4	$213K	Buy	+537	New	+$205K	0.06%	62
2022 Q4	–	Sell	-1,708	Closed	-$264K	–	51
2022 Q3	$264K	Sell	1,708 -1,729	-50%	-$278K	0.18%	51
2022 Q2	$579K	Buy	+3,437	New	+$600K	0.4%	30

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

Highland Financial Advisors's GLD Position: Q2 2026 in Review

Highland Financial Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 964 shares worth $355K. The stake represents 0.08% of the portfolio and ranks #55 among its holdings. This is a return to the name: Highland Financial Advisors previously reported a position in GLD as recently as Q4 2025.

Highland Financial Advisors first reported a position in GLD in Q2 2022 and has held it in 4 quarters since. The position peaked at $579K in Q2 2022. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Highland Financial Advisors held 964 shares of SPDR Gold Trust worth $355K as of Q2 2026.
SPDR Gold Trust was a new Highland Financial Advisors position in Q2 2026.
SPDR Gold Trust made up 0.08% of Highland Financial Advisors's portfolio in Q2 2026, its #55 holding.
Highland Financial Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 4 quarters since.
Highland Financial Advisors's SPDR Gold Trust position peaked at $579K in Q2 2022.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.