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LifeSteps Financial’s SPDR Gold Trust GLD Stock Holding History

LifeSteps 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 		$112K Buy
+303
New +$126K 0.05% 139
2024
Q2 		– Sell
-70
Closed -$14.4K – 208
2024
Q1 		$14.4K Buy
+70
New +$13.4K 0.01% 268

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

LifeSteps Financial's GLD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 303 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in GLD as recently as Q1 2024.

LifeSteps Financial first reported a position in GLD in Q1 2024 and has held it in 2 quarters since. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LifeSteps Financial held 303 shares of SPDR Gold Trust worth $112K as of Q2 2026.
  • SPDR Gold Trust was a new LifeSteps Financial position in Q2 2026.
  • SPDR Gold Trust made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #139 holding.
  • LifeSteps Financial first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 2 quarters since.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.