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Independent Financial Group’s SPDR Gold Trust GLD Stock Holding History

Independent Financial 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 		$27.1M Sell
73,460
-7,236
-9% -$3M 0.51% 30
2026
Q1 		$34.7M Sell
80,696
-4,350
-5% -$1.95M 0.78% 14
2025
Q4 		$33.7M Buy
85,046
+2,660
+3% +$1.02M 0.75% 16
2025
Q3 		$29.3M Buy
82,386
+8,511
+12% +$2.71M 0.7% 19
2025
Q2 		$22.5M Sell
73,875
-889
-1% -$269K 0.62% 23
2025
Q1 		$21.5M Buy
74,764
+8,841
+13% +$2.34M 0.74% 16
2024
Q4 		$16M Buy
65,923
+9,694
+17% +$2.38M 0.53% 27
2024
Q3 		$13.7M Buy
56,229
+5,701
+11% +$1.31M 0.5% 28
2024
Q2 		$10.9M Buy
50,528
+5,250
+12% +$1.14M 0.44% 32
2024
Q1 		$9.31M Sell
45,278
-6,305
-12% -$1.21M 0.43% 35
2023
Q4 		$9.86M Buy
51,583
+1,921
+4% +$352K 0.53% 24
2023
Q3 		$8.51M Sell
49,662
-526
-1% -$94K 0.55% 23
2023
Q2 		$8.95M Buy
50,188
+11,492
+30% +$2.11M 0.62% 19
2023
Q1 		$7.09M Buy
38,696
+5,467
+16% +$962K 0.57% 23
2022
Q4 		$5.64M Sell
33,229
-10,838
-25% -$1.75M 0.48% 31
2022
Q3 		$6.82M Sell
44,067
-9,355
-18% -$1.5M 0.62% 19
2022
Q2 		$9M Buy
53,422
+7,778
+17% +$1.36M 0.96% 11
2022
Q1 		$8.25M Buy
45,644
+3,057
+7% +$536K 0.67% 18
2021
Q4 		$7.28M Buy
42,587
+6,019
+16% +$1.01M 0.6% 19
2021
Q3 		$6.01M Buy
36,568
+2,905
+9% +$486K 0.61% 21
2021
Q2 		$5.58M Buy
33,663
+4,301
+15% +$731K 0.59% 24
2021
Q1 		$4.7M Sell
29,362
-3,878
-12% -$652K 0.61% 26
2020
Q4 		$5.93M Buy
33,240
+2,886
+10% +$508K 0.87% 12
2020
Q3 		$5.38M Buy
30,354
+6,278
+26% +$1.13M 1.01% 11
2020
Q2 		$4.03M Buy
24,076
+4,207
+21% +$679K 0.89% 16
2020
Q1 		$2.94M Buy
+19,869
New +$2.96M 0.86% 17

Other funds holding GLD

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 $59.9B AUM 27.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's GLD Position: Q2 2026 in Review

Independent Financial Group reduced its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, selling an estimated $3M and leaving 73,460 shares worth $27.1M. The position accounts for 0.51% of the portfolio, ranked #30.

Independent Financial Group first reported a position in GLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $34.7M in Q1 2026. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Independent Financial Group held 73,460 shares of SPDR Gold Trust worth $27.1M as of Q2 2026.
  • Independent Financial Group sold 7,236 SPDR Gold Trust shares in Q2 2026, an estimated $3M.
  • SPDR Gold Trust made up 0.51% of Independent Financial Group's portfolio in Q2 2026, its #30 holding.
  • Independent Financial Group first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's SPDR Gold Trust position peaked at $34.7M in Q1 2026.
  • 2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.