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McClarren Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-376
Closed -$54K – 167
2025
Q1 		$54K Buy
376
+188
+100% +$49.7K 0.04% 131
2024
Q4 		$45K Sell
188
-143
-43% -$35.1K 0.13% 87
2024
Q3 		$33 Buy
331
+116
+54% +$26.6K ﹤0.01% 141
2024
Q2 		$18K Buy
215
+27
+14% +$5.84K 0.01% 223
2024
Q1 		$39K Hold
188
– – 0.03% 160
2023
Q4 		$36K Buy
188
+100
+114% +$18.3K 0.03% 185
2023
Q3 		$15K Hold
88
– – 0.01% 240
2023
Q2 		$15K Hold
88
– – 0.01% 241
2023
Q1 		$16K Hold
88
– – 0.01% 222
2022
Q4 		$14K Sell
88
-191
-68% -$30.8K 0.01% 236
2022
Q3 		$43K Buy
+279
New +$44.9K 0.04% 144
2022
Q2 		– Sell
-279
Closed -$50K – 113
2022
Q1 		$50K Hold
279
– – 0.04% 126
2021
Q4 		$48K Hold
279
– – 0.03% 143
2021
Q3 		$45K Hold
279
– – 0.04% 122
2021
Q2 		$45K Sell
279
-33
-11% -$5.61K 0.04% 125
2021
Q1 		$50K Hold
312
– – 0.04% 107
2020
Q4 		$54K Buy
+312
New +$54.9K 0.05% 99

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McClarren Financial Advisors's GLD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 376 shares — an estimated $54K sold.

McClarren Financial Advisors first reported a position in GLD in Q4 2020 and held it in 17 quarters. The position peaked at $54K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 376 SPDR Gold Trust shares in Q2 2025, an estimated $54K.
  • McClarren Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's SPDR Gold Trust position peaked at $54K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.