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Midwest Financial Partners Investments’s SPDR Gold Trust GLD Stock Holding History

Midwest Financial Partners Investments’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 		– Sell
-730
Closed -$314K – 82
2026
Q1 		$314K Buy
+730
New +$327K 0.17% 64

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WI
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SFA
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AL
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Midwest Financial Partners Investments's GLD Position: Q2 2026 in Review

Midwest Financial Partners Investments sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 730 shares — an estimated $314K sold.

Midwest Financial Partners Investments first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $314K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Midwest Financial Partners Investments reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Midwest Financial Partners Investments sold 730 SPDR Gold Trust shares in Q2 2026, an estimated $314K.
  • Midwest Financial Partners Investments first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
  • Midwest Financial Partners Investments's SPDR Gold Trust position peaked at $314K in Q1 2026.
  • 1,369 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.