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

Legacy 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 		$1.44M Hold
3,906
– – 0.18% 98
2026
Q1 		$1.68M Buy
3,906
+15
+0.4% +$6.72K 0.24% 76
2025
Q4 		$1.54M Buy
3,891
+106
+3% +$40.5K 0.21% 80
2025
Q3 		$1.35M Buy
3,785
+648
+21% +$206K 0.19% 90
2025
Q2 		$956K Buy
3,137
+203
+7% +$61.5K 0.15% 111
2025
Q1 		$845K Buy
2,934
+361
+14% +$95.5K 0.14% 121
2024
Q4 		$623K Sell
2,573
-16
-0.6% -$3.93K 0.1% 167
2024
Q3 		$629K Buy
2,589
+1,445
+126% +$331K 0.11% 163
2024
Q2 		$246K Buy
+1,144
New +$247K 0.04% 291
2022
Q3 		– Sell
-2,298
Closed -$387K – 229
2022
Q2 		$387K Hold
2,298
– – 0.1% 117
2022
Q1 		$415K Buy
+2,298
New +$403K 0.09% 121
2019
Q2 		– Sell
-58
Closed -$7K – 421
2019
Q1 		$7K Hold
58
– – ﹤0.01% 691
2018
Q4 		$7K Hold
58
– – ﹤0.01% 650
2018
Q3 		$6K Hold
58
– – ﹤0.01% 645
2018
Q2 		$7K Sell
58
-12
-17% -$1.49K ﹤0.01% 625
2018
Q1 		$8K Hold
70
– – ﹤0.01% 530
2017
Q4 		$8K Buy
+70
New +$8.49K ﹤0.01% 531

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

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

Legacy Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,906 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #98.

Legacy Financial Advisors first reported a position in GLD in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.68M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Financial Advisors held 3,906 shares of SPDR Gold Trust worth $1.44M as of Q2 2026.
  • Legacy Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.18% of Legacy Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Legacy Financial Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 17 quarters since.
  • Legacy Financial Advisors's SPDR Gold Trust position peaked at $1.68M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.