MFA Wealth Services’s SPDR Gold Trust GLD Stock Holding History

MFA Wealth Services’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	$1.47M	Sell	3,984 -238	-6%	-$98.6K	0.88%	29
2026 Q1	$1.82M	Buy	4,222 +206	+5%	+$92.3K	1.2%	20
2025 Q4	$1.59M	Buy	4,016 +67	+2%	+$25.6K	1.08%	21
2025 Q3	$1.4M	Buy	3,949 +2,949	+295%	+$940K	0.97%	24
2025 Q2	$305K	Hold	1,000	–	–	0.23%	89
2025 Q1	$288K	Hold	1,000	–	–	0.24%	89
2024 Q4	$242K	Buy	+1,000	New	+$246K	0.19%	95

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFA Wealth Services's GLD Position: Q2 2026 in Review

MFA Wealth Services reduced its SPDR Gold Trust (GLD) stake by 5.6% in Q2 2026, selling an estimated $98.6K and leaving 3,984 shares worth $1.47M. The position accounts for 0.88% of the portfolio, ranked #29.

MFA Wealth Services first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

MFA Wealth Services held 3,984 shares of SPDR Gold Trust worth $1.47M as of Q2 2026.
MFA Wealth Services sold 238 SPDR Gold Trust shares in Q2 2026, an estimated $98.6K.
SPDR Gold Trust made up 0.88% of MFA Wealth Services's portfolio in Q2 2026, its #29 holding.
MFA Wealth Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's SPDR Gold Trust position peaked at $1.82M in Q1 2026.
814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.