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

Legacy Financial Independent 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 		$229K Sell
622
-55
-8% -$22.8K 0.11% 107
2026
Q1 		$291K Buy
+677
New +$303K 0.15% 92

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 $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

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

Legacy Financial Independent Advisors reduced its SPDR Gold Trust (GLD) stake by 8.1% in Q2 2026, selling an estimated $22.8K and leaving 622 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #107.

Legacy Financial Independent Advisors first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $291K in Q1 2026. 3,009 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Financial Independent Advisors held 622 shares of SPDR Gold Trust worth $229K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 55 SPDR Gold Trust shares in Q2 2026, an estimated $22.8K.
  • SPDR Gold Trust made up 0.11% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #107 holding.
  • Legacy Financial Independent Advisors first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's SPDR Gold Trust position peaked at $291K in Q1 2026.
  • 3,009 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.