IA
GLD icon

IFP Advisors’s SPDR Gold Trust GLD Stock Holding History

IFP 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 		$6.11M Sell
16,594
-488
-3% -$202K 0.11% 205
2026
Q1 		$7.35M Sell
17,082
-5,694
-25% -$2.55M 0.15% 148
2025
Q4 		$9.03M Buy
22,776
+2,980
+15% +$1.14M 0.2% 102
2025
Q3 		$7.04M Sell
19,796
-944
-5% -$301K 0.18% 115
2025
Q2 		$6.32M Buy
20,740
+2,432
+13% +$736K 0.18% 119
2025
Q1 		$5.27M Sell
18,308
-5,993
-25% -$1.58M 0.16% 138
2024
Q4 		$5.88M Buy
24,301
+1,131
+5% +$278K 0.19% 108
2024
Q3 		$5.63M Buy
23,170
+7,731
+50% +$1.77M 0.2% 105
2024
Q2 		$3.32M Buy
15,439
+2,689
+21% +$582K 0.13% 156
2024
Q1 		$2.62M Sell
12,750
-3,092
-20% -$593K 0.12% 190
2023
Q4 		$3.03M Sell
15,842
-19,638
-55% -$3.6M 0.14% 151
2023
Q3 		$6.08M Buy
35,480
+200
+0.6% +$35.8K 0.27% 82
2023
Q2 		$6.29M Buy
35,280
+161
+0.5% +$29.6K 0.26% 80
2023
Q1 		$4.33M Sell
35,119
-4,765
-12% -$838K 0.19% 108
2022
Q4 		$5.02M Sell
39,884
-13,589
-25% -$2.19M 0.13% 147
2022
Q3 		$6.75M Buy
53,473
+583
+1% +$93.7K 0.18% 109
2022
Q2 		$6.65M Hold
52,890
– – 0.21% 103
2022
Q1 		$6.65M Buy
52,890
+21,632
+69% +$3.8M 0.21% 103
2021
Q4 		$5.39M Sell
31,258
-4,184
-12% -$702K 0.11% 107
2021
Q3 		$5.87M Buy
35,442
+4,690
+15% +$785K 0.12% 97
2021
Q2 		$5.06M Buy
30,752
+1,356
+5% +$230K 0.1% 113
2021
Q1 		$4.67M Sell
29,396
-33,634
-53% -$5.65M 0.09% 105
2020
Q4 		$11.2M Sell
63,030
-6,562
-9% -$1.16M 0.46% 32
2020
Q3 		$12.3M Buy
69,592
+14,037
+25% +$2.52M 0.74% 20
2020
Q2 		$9.22M Buy
55,555
+15,622
+39% +$2.52M 0.73% 21
2020
Q1 		$6.13M Buy
39,933
+10,443
+35% +$1.55M 0.62% 28
2019
Q4 		$4.2M Sell
29,490
-527
-2% -$73.6K 0.32% 70
2019
Q3 		$4.23M Buy
+30,017
New +$4.17M 0.28% 79
2019
Q1 		$2.47M Sell
20,347
-3,538
-15% -$436K 0.34% 66
2018
Q4 		$2.89M Sell
23,885
-6,440
-21% -$748K 0.18% 135
2018
Q3 		$3.42M Sell
30,325
-2,857
-9% -$328K 0.14% 170
2018
Q2 		$3.94M Sell
33,182
-1,627
-5% -$201K 0.17% 145
2018
Q1 		$4.3M Hold
34,809
– – 0.2% 116
2017
Q4 		$4.3M Sell
34,809
-13,724
-28% -$1.66M 0.2% 116
2017
Q3 		$5.9M Buy
48,533
+5,515
+13% +$671K 0.23% 88
2017
Q2 		$5.08M Buy
43,018
+747
+2% +$89.4K 0.22% 102
2017
Q1 		$5.02M Buy
42,271
+849
+2% +$98.7K 0.22% 102
2016
Q4 		$4.54M Sell
41,422
-13,677
-25% -$1.59M 0.22% 100
2016
Q3 		$6.92M Buy
55,099
+12,000
+28% +$1.53M 0.36% 57
2016
Q2 		$5.45M Buy
43,099
+22,752
+112% +$2.74M 0.3% 70
2016
Q1 		$2.47M Buy
20,347
+3,410
+20% +$386K 0.34% 66
2015
Q4 		$1.72M Buy
+16,937
New +$1.79M 0.12% 189

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

IFP Advisors's GLD Position: Q2 2026 in Review

IFP Advisors reduced its SPDR Gold Trust (GLD) stake by 2.9% in Q2 2026, selling an estimated $202K and leaving 16,594 shares worth $6.11M. The position accounts for 0.11% of the portfolio, ranked #205.

IFP Advisors first reported a position in GLD in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.3M in Q3 2020. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • IFP Advisors held 16,594 shares of SPDR Gold Trust worth $6.11M as of Q2 2026.
  • IFP Advisors sold 488 SPDR Gold Trust shares in Q2 2026, an estimated $202K.
  • SPDR Gold Trust made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #205 holding.
  • IFP Advisors first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's SPDR Gold Trust position peaked at $12.3M in Q3 2020.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.