Hoge Financial Services’s SPDR Gold Trust GLD Stock Holding History

Hoge Financial 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	$386K	Buy	1,049 +2	+0.2%	+$829	0.19%	49
2026 Q1	$451K	Buy	1,047 +170	+19%	+$76.1K	0.24%	40
2025 Q4	$348K	Sell	877 -9	-1%	-$3.44K	0.19%	45
2025 Q3	$315K	Buy	886 +27	+3%	+$8.6K	0.18%	50
2025 Q2	$262K	Sell	859 -404	-32%	-$122K	0.16%	55
2025 Q1	$364K	Buy	1,263 +18	+1%	+$4.76K	0.25%	36
2024 Q4	$301K	Buy	1,245 +34	+3%	+$8.36K	0.22%	38
2024 Q3	$294K	Buy	1,211 +41	+4%	+$9.39K	0.22%	41
2024 Q2	$252K	Buy	1,170 +72	+7%	+$15.6K	0.21%	43
2024 Q1	$226K	Buy	1,098 +43	+4%	+$8.25K	0.18%	48
2023 Q4	$202K	Buy	+1,055	New	+$193K	0.2%	45

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

Hoge Financial Services's GLD Position: Q2 2026 in Review

Hoge Financial Services increased its SPDR Gold Trust (GLD) stake by 0.19% in Q2 2026, buying an estimated $829 and bringing the position to 1,049 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #49.

Hoge Financial Services first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Hoge Financial Services held 1,049 shares of SPDR Gold Trust worth $386K as of Q2 2026.
Hoge Financial Services bought 2 SPDR Gold Trust shares in Q2 2026, an estimated $829.
SPDR Gold Trust made up 0.19% of Hoge Financial Services's portfolio in Q2 2026, its #49 holding.
Hoge Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's SPDR Gold Trust position peaked at $451K in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.