MFG
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Magnus Financial Group’s SPDR Gold Trust GLD Stock Holding History

Magnus Financial Group’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 		$2.71M Buy
7,370
+102
+1% +$42.3K 0.19% 88
2026
Q1 		$3.13M Sell
7,268
-176
-2% -$78.8K 0.25% 76
2025
Q4 		$2.95M Sell
7,444
-703
-9% -$268K 0.23% 85
2025
Q3 		$2.9M Buy
8,147
+161
+2% +$51.3K 0.23% 84
2025
Q2 		$2.43M Buy
7,986
+206
+3% +$62.4K 0.21% 92
2025
Q1 		$2.24M Buy
7,780
+428
+6% +$113K 0.22% 89
2024
Q4 		$1.78M Buy
7,352
+41
+0.6% +$10.1K 0.17% 103
2024
Q3 		$1.78M Hold
7,311
– – 0.18% 100
2024
Q2 		$1.57M Buy
7,311
+135
+2% +$29.2K 0.18% 100
2024
Q1 		$1.48M Buy
7,176
+71
+1% +$13.6K 0.18% 102
2023
Q4 		$1.36M Buy
7,105
+245
+4% +$44.9K 0.18% 96
2023
Q3 		$1.18M Sell
6,860
-315
-4% -$56.3K 0.17% 95
2023
Q2 		$1.28M Sell
7,175
-1,574
-18% -$289K 0.18% 92
2023
Q1 		$1.6M Sell
8,749
-584
-6% -$103K 0.24% 74
2022
Q4 		$1.58M Sell
9,333
-187
-2% -$30.1K 0.26% 72
2022
Q3 		$1.47M Sell
9,520
-298
-3% -$47.9K 0.28% 70
2022
Q2 		$1.65M Buy
9,818
+358
+4% +$62.5K 0.3% 63
2022
Q1 		$1.71M Buy
9,460
+1,135
+14% +$199K 0.29% 66
2021
Q4 		$1.42M Buy
8,325
+869
+12% +$146K 0.27% 64
2021
Q3 		$1.22M Buy
7,456
+313
+4% +$52.4K 0.26% 63
2021
Q2 		$1.18M Sell
7,143
-80
-1% -$13.6K 0.26% 63
2021
Q1 		$1.16M Buy
7,223
+3,116
+76% +$524K 0.28% 55
2020
Q4 		$733K Buy
4,107
+578
+16% +$102K 0.07% 104
2020
Q3 		$625K Buy
3,529
+375
+12% +$67.4K 0.07% 109
2020
Q2 		$528K Buy
3,154
+335
+12% +$54K 0.06% 147
2020
Q1 		$417K Buy
2,819
+170
+6% +$25.3K 0.06% 176
2019
Q4 		$379K Sell
2,649
-91
-3% -$12.7K 0.05% 214
2019
Q3 		$381K Buy
2,740
+444
+19% +$61.7K 0.07% 168
2019
Q2 		$306K Hold
2,296
– – 0.06% 241
2019
Q1 		$280K Sell
2,296
-20
-0.9% -$2.46K 0.06% 267
2018
Q4 		$281K Buy
+2,316
New +$269K 0.07% 207

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

Magnus Financial Group's GLD Position: Q2 2026 in Review

Magnus Financial Group increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, buying an estimated $42.3K and bringing the position to 7,370 shares worth $2.71M. The position accounts for 0.19% of the portfolio, ranked #88.

Magnus Financial Group first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.13M in Q1 2026. 1,000 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Magnus Financial Group held 7,370 shares of SPDR Gold Trust worth $2.71M as of Q2 2026.
  • Magnus Financial Group bought 102 SPDR Gold Trust shares in Q2 2026, an estimated $42.3K.
  • SPDR Gold Trust made up 0.19% of Magnus Financial Group's portfolio in Q2 2026, its #88 holding.
  • Magnus Financial Group first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's SPDR Gold Trust position peaked at $3.13M in Q1 2026.
  • 1,000 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.