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

Independence 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	$13M	Buy	35,312 +6,569	+23%	+$2.72M	3.37%	11
2026 Q1	$12.4M	Buy	28,743 +25,915	+916%	+$11.6M	3.71%	9
2025 Q4	$1.12M	Hold	2,828	–	–	0.31%	31
2025 Q3	$1.01M	Hold	2,828	–	–	0.31%	30
2025 Q2	$862K	Buy	2,828 +123	+5%	+$37.2K	0.34%	29
2025 Q1	$779K	Buy	+2,705	New	+$715K	0.3%	24

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 $59.9B AUM 27.01% 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

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

Independence Financial Advisors increased its SPDR Gold Trust (GLD) stake by 23% in Q2 2026, buying an estimated $2.72M and bringing the position to 35,312 shares worth $13M. The position accounts for 3.37% of the portfolio, ranked #11.

Independence Financial Advisors first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. 3,006 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Independence Financial Advisors held 35,312 shares of SPDR Gold Trust worth $13M as of Q2 2026.
Independence Financial Advisors bought 6,569 SPDR Gold Trust shares in Q2 2026, an estimated $2.72M.
SPDR Gold Trust made up 3.37% of Independence Financial Advisors's portfolio in Q2 2026, its #11 holding.
Independence Financial Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
3,006 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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