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Marshall Financial Group (Maryland)’s SPDR Gold Trust GLD Stock Holding History

Marshall Financial Group (Maryland)’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 		$267K Sell
726
-2
-0.3% -$829 0.04% 272
2026
Q1 		$313K Buy
728
+80
+12% +$35.8K 0.05% 242
2025
Q4 		$257K Hold
648
– – 0.05% 251
2025
Q3 		$230K Buy
+648
New +$206K 0.04% 234

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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 $44.6B AUM 28.94% 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

Marshall Financial Group (Maryland)'s GLD Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its SPDR Gold Trust (GLD) stake by 0.27% in Q2 2026, selling an estimated $829 and leaving 726 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #272.

Marshall Financial Group (Maryland) first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $313K in Q1 2026. 1,368 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Marshall Financial Group (Maryland) held 726 shares of SPDR Gold Trust worth $267K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 2 SPDR Gold Trust shares in Q2 2026, an estimated $829.
  • SPDR Gold Trust made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #272 holding.
  • Marshall Financial Group (Maryland) first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Marshall Financial Group (Maryland)'s SPDR Gold Trust position peaked at $313K in Q1 2026.
  • 1,368 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.