Mission Hills Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Mission Hills Financial Advisory’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	$342K	Buy	929 +110	+13%	+$45.6K	0.15%	58
2026 Q1	$352K	Buy	819 +102	+14%	+$45.7K	0.18%	36
2025 Q4	$284K	Sell	717 -100	-12%	-$38.2K	0.15%	37
2025 Q3	$290K	Hold	817	–	–	0.15%	37
2025 Q2	$249K	Sell	817 -13	-2%	-$3.94K	0.15%	34
2025 Q1	$239K	Buy	+830	New	+$219K	0.17%	32

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mission Hills Financial Advisory's GLD Position: Q2 2026 in Review

Mission Hills Financial Advisory increased its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, buying an estimated $45.6K and bringing the position to 929 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #58.

Mission Hills Financial Advisory first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q1 2026. 3,031 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Mission Hills Financial Advisory held 929 shares of SPDR Gold Trust worth $342K as of Q2 2026.
Mission Hills Financial Advisory bought 110 SPDR Gold Trust shares in Q2 2026, an estimated $45.6K.
SPDR Gold Trust made up 0.15% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #58 holding.
Mission Hills Financial Advisory first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Mission Hills Financial Advisory's SPDR Gold Trust position peaked at $352K in Q1 2026.
3,031 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.