LF
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Lantz Financial’s SPDR Gold Trust GLD Stock Holding History

Lantz Financial’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 		$413K Hold
1,120
– – 0.08% 191
2026
Q1 		$482K Hold
1,120
– – 0.1% 170
2025
Q4 		$444K Hold
1,120
– – 0.09% 174
2025
Q3 		$398K Hold
1,120
– – 0.09% 179
2025
Q2 		$341K Sell
1,120
-78
-7% -$23.6K 0.09% 172
2025
Q1 		$345K Hold
1,198
– – 0.09% 168
2024
Q4 		$290K Buy
1,198
+104
+10% +$25.6K 0.08% 183
2024
Q3 		$266K Hold
1,094
– – 0.07% 189
2024
Q2 		$235K Hold
1,094
– – 0.07% 187
2024
Q1 		$225K Sell
1,094
-14
-1% -$2.69K 0.07% 189
2023
Q4 		$212K Buy
+1,108
New +$203K 0.08% 190
2022
Q3 		– Sell
-17,030
Closed -$2.87M – 169
2022
Q2 		$2.87M Buy
17,030
+15,893
+1,398% +$2.78M 1.29% 16
2022
Q1 		$205K Buy
+1,137
New +$199K 0.08% 163
2020
Q4 		– Sell
-1,150
Closed -$204K – 127
2020
Q3 		$204K Buy
+1,150
New +$207K 0.14% 110

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Lantz Financial's GLD Position: Q2 2026 in Review

Lantz Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,120 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #191.

Lantz Financial first reported a position in GLD in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.87M in Q2 2022. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Lantz Financial held 1,120 shares of SPDR Gold Trust worth $413K as of Q2 2026.
  • Lantz Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.08% of Lantz Financial's portfolio in Q2 2026, its #191 holding.
  • Lantz Financial first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 14 quarters since.
  • Lantz Financial's SPDR Gold Trust position peaked at $2.87M in Q2 2022.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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