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

Legacy Financial Strategies’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 		$478K Sell
1,298
-145
-10% -$60.1K 0.07% 90
2026
Q1 		$621K Buy
1,443
+180
+14% +$80.6K 0.11% 71
2025
Q4 		$501K Buy
1,263
+208
+20% +$79.4K 0.09% 80
2025
Q3 		$375K Buy
1,055
+55
+6% +$17.5K 0.07% 91
2025
Q2 		$305K Buy
1,000
+25
+3% +$7.57K 0.06% 97
2025
Q1 		$281K Buy
+975
New +$258K 0.06% 96

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Legacy Financial Strategies reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $60.1K and leaving 1,298 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #90.

Legacy Financial Strategies first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $621K in Q1 2026. 1,266 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Legacy Financial Strategies held 1,298 shares of SPDR Gold Trust worth $478K as of Q2 2026.
  • Legacy Financial Strategies sold 145 SPDR Gold Trust shares in Q2 2026, an estimated $60.1K.
  • SPDR Gold Trust made up 0.07% of Legacy Financial Strategies's portfolio in Q2 2026, its #90 holding.
  • Legacy Financial Strategies first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Legacy Financial Strategies's SPDR Gold Trust position peaked at $621K in Q1 2026.
  • 1,266 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.