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Houlihan Financial Resource Group’s SPDR Gold Trust GLD Stock Holding History

Houlihan Financial Resource 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 		$1.54M Sell
4,175
-30
-0.7% -$12.4K 0.55% 44
2026
Q1 		$1.81M Hold
4,205
– – 0.71% 40
2025
Q4 		$1.73M Buy
4,205
+2,520
+150% +$962K 0.66% 41
2025
Q3 		$599K Sell
1,685
-2,926
-63% -$932K 0.53% 44
2025
Q2 		$1.4M Hold
4,611
– – 0.58% 41
2025
Q1 		$1.33M Sell
4,611
-31
-0.7% -$8.2K 0.6% 38
2024
Q4 		$1.12M Sell
4,642
-11
-0.2% -$2.7K 0.48% 40
2024
Q3 		$1.13M Hold
4,653
– – 0.47% 42
2024
Q2 		$1M Sell
4,653
-50
-1% -$10.8K 0.68% 29
2024
Q1 		$968K Sell
4,703
-150
-3% -$28.8K 0.43% 41
2023
Q4 		$928K Sell
4,853
-20
-0.4% -$3.67K 0.45% 41
2023
Q3 		$859K Sell
4,873
-114,195
-96% -$20.4M 0.46% 41
2023
Q2 		$21.9M Buy
119,068
+113,964
+2,233% +$20.9M 0.68% 28
2023
Q1 		$935K Sell
5,104
-50
-1% -$8.8K 0.51% 41
2022
Q4 		$891K Sell
5,154
-239
-4% -$38.5K 0.51% 41
2022
Q3 		$857K Buy
+5,393
New +$867K 0.52% 42
2020
Q3 		$954K Buy
+5,454
New +$980K 0.55% 43
2020
Q1 		$795K Buy
5,370
+35
+0.7% +$5.21K 0.69% 40
2019
Q4 		$762K Buy
+5,335
New +$746K 0.49% 49

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Houlihan Financial Resource Group's GLD Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its SPDR Gold Trust (GLD) stake by 0.71% in Q2 2026, selling an estimated $12.4K and leaving 4,175 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #44.

Houlihan Financial Resource Group first reported a position in GLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $21.9M in Q2 2023. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Houlihan Financial Resource Group held 4,175 shares of SPDR Gold Trust worth $1.54M as of Q2 2026.
  • Houlihan Financial Resource Group sold 30 SPDR Gold Trust shares in Q2 2026, an estimated $12.4K.
  • SPDR Gold Trust made up 0.55% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #44 holding.
  • Houlihan Financial Resource Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's SPDR Gold Trust position peaked at $21.9M in Q2 2023.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.