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Mission Financial Group’s SPDR Gold Trust GLD Stock Holding History

Mission Financial Group’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 		$1.77M Buy
+4,807
New +$1.99M 1.47% 14
2025
Q1 		$2.07M Buy
+4,821
New +$1.27M 1.92% 9
2021
Q4 		$2.04M Buy
+5,157
New +$866K 1.9% 10

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

Mission Financial Group's GLD Position: Q2 2026 in Review

Mission Financial Group opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 4,807 shares worth $1.77M. The stake represents 1.47% of the portfolio and ranks #14 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in GLD as recently as Q1 2025.

Mission Financial Group first reported a position in GLD in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.07M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mission Financial Group held 4,807 shares of SPDR Gold Trust worth $1.77M as of Q2 2026.
  • SPDR Gold Trust was a new Mission Financial Group position in Q2 2026.
  • SPDR Gold Trust made up 1.47% of Mission Financial Group's portfolio in Q2 2026, its #14 holding.
  • Mission Financial Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's SPDR Gold Trust position peaked at $2.07M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.