MFS
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Madrona Financial Services’s SPDR Gold Trust GLD Stock Holding History

Madrona Financial Services’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 		$551K Hold
1,496
– – 0.1% 76
2026
Q1 		$644K Sell
1,496
-37
-2% -$16.6K 0.14% 60
2025
Q4 		$608K Buy
1,533
+166
+12% +$63.4K 0.13% 59
2025
Q3 		$486K Sell
1,367
-33
-2% -$10.5K 0.11% 63
2025
Q2 		$427K Sell
1,400
-424
-23% -$128K 0.1% 66
2025
Q1 		$526K Buy
1,824
+159
+10% +$42K 0.14% 56
2024
Q4 		$403K Hold
1,665
– – 0.11% 67
2024
Q3 		$405K Sell
1,665
-6
-0.4% -$1.37K 0.11% 66
2024
Q2 		$359K Sell
1,671
-212
-11% -$45.9K 0.11% 62
2024
Q1 		$387K Buy
1,883
+160
+9% +$30.7K 0.13% 58
2023
Q4 		$329K Sell
1,723
-445
-21% -$81.6K 0.13% 59
2023
Q3 		$372K Sell
2,168
-328
-13% -$58.6K 0.17% 66
2023
Q2 		$445K Sell
2,496
-110
-4% -$20.2K 0.22% 61
2023
Q1 		$477K Sell
2,606
-83
-3% -$14.6K 0.26% 46
2022
Q4 		$456K Sell
2,689
-577
-18% -$92.9K 0.26% 38
2022
Q3 		$505K Sell
3,266
-200
-6% -$32.2K 0.31% 35
2022
Q2 		$584K Sell
3,466
-3,646
-51% -$637K 0.34% 37
2022
Q1 		$1.28M Sell
7,112
-17,389
-71% -$3.05M 0.63% 28
2021
Q4 		$4.19M Buy
24,501
+1,142
+5% +$192K 1.77% 19
2021
Q3 		$3.84M Buy
23,359
+1,342
+6% +$225K 1.82% 17
2021
Q2 		$3.65M Buy
22,017
+66
+0.3% +$11.2K 1.87% 16
2021
Q1 		$3.51M Buy
21,951
+2,517
+13% +$423K 1.8% 18
2020
Q4 		$3.47M Buy
19,434
+839
+5% +$148K 1.94% 16
2020
Q3 		$3.29M Buy
18,595
+17,105
+1,148% +$3.07M 2.07% 17
2020
Q2 		$249K Hold
1,490
– – 0.17% 43
2020
Q1 		$221K Hold
1,490
– – 0.18% 44
2019
Q4 		$213K Buy
1,490
+50
+3% +$6.99K 0.15% 58
2019
Q3 		$200K Buy
+1,440
New +$200K 0.15% 57

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

Madrona Financial Services's GLD Position: Q2 2026 in Review

Madrona Financial Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,496 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #76.

Madrona Financial Services first reported a position in GLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.19M in Q4 2021. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Madrona Financial Services held 1,496 shares of SPDR Gold Trust worth $551K as of Q2 2026.
  • Madrona Financial Services left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.1% of Madrona Financial Services's portfolio in Q2 2026, its #76 holding.
  • Madrona Financial Services first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Madrona Financial Services's SPDR Gold Trust position peaked at $4.19M in Q4 2021.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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