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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,043 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.
  • 3,043 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.