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Mason & Associates (California)’s SPDR Gold Trust GLD Stock Holding History

Mason & Associates (California)’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 		$2.42M Sell
6,567
-3
-0% -$1.24K 0.39% 47
2026
Q1 		$2.72M Buy
6,570
+331
+5% +$148K 0.53% 39
2025
Q4 		$2.47M Buy
6,239
+714
+13% +$273K 0.47% 40
2025
Q3 		$1.96M Sell
5,525
-132
-2% -$42.1K 0.4% 41
2025
Q2 		$1.72M Buy
5,657
+30
+0.5% +$9.08K 0.4% 40
2025
Q1 		$1.62M Sell
5,627
-285
-5% -$75.4K 0.4% 39
2024
Q4 		$1.43M Buy
5,912
+987
+20% +$243K 0.34% 42
2024
Q3 		$1.2M Buy
+4,925
New +$1.13M 0.3% 47
2022
Q4 		– Sell
-85,158
Closed -$13.2M – 82
2022
Q3 		$13.2M Sell
85,158
-461
-0.5% -$74.1K 4.66% 9
2022
Q2 		$14.4M Sell
85,619
-5,738
-6% -$1M 5.07% 7
2022
Q1 		$16.5M Buy
91,357
+9,959
+12% +$1.75M 5.04% 4
2021
Q4 		$13.9M Buy
+81,398
New +$13.7M 4.23% 7

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mason & Associates (California)'s GLD Position: Q2 2026 in Review

Mason & Associates (California) reduced its SPDR Gold Trust (GLD) stake by 0.05% in Q2 2026, selling an estimated $1.24K and leaving 6,567 shares worth $2.42M. The position accounts for 0.39% of the portfolio, ranked #47.

Mason & Associates (California) first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.5M in Q1 2022. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mason & Associates (California) held 6,567 shares of SPDR Gold Trust worth $2.42M as of Q2 2026.
  • Mason & Associates (California) sold 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
  • SPDR Gold Trust made up 0.39% of Mason & Associates (California)'s portfolio in Q2 2026, its #47 holding.
  • Mason & Associates (California) first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
  • Mason & Associates (California)'s SPDR Gold Trust position peaked at $16.5M in Q1 2022.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.