MRA Advisory Group’s SPDR Gold Trust GLD Stock Holding History

MRA Advisory 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	$282K	Hold	765	–	–	0.1%	110
2026 Q1	$329K	Buy	765 +58	+8%	+$26K	0.13%	93
2025 Q4	$280K	Sell	707 -80	-10%	-$30.6K	0.12%	99
2025 Q3	$280K	Buy	+787	New	+$251K	0.12%	102
2023 Q3	–	Sell	-15,298	Closed	-$2.73M	–	134
2023 Q2	$2.73M	Buy	+15,298	New	+$2.81M	1.88%	22
2021 Q3	–	Sell	-1,477	Closed	-$245K	–	129
2021 Q2	$245K	Sell	1,477 -21,012	-93%	-$3.57M	0.21%	102
2021 Q1	$3.6M	Buy	22,489 +20,430	+992%	+$3.43M	3.39%	4
2020 Q4	$367K	Buy	+2,059	New	+$363K	0.36%	62

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

MRA Advisory Group's GLD Position: Q2 2026 in Review

MRA Advisory Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 765 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #110.

MRA Advisory Group first reported a position in GLD in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.6M in Q1 2021. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

MRA Advisory Group held 765 shares of SPDR Gold Trust worth $282K as of Q2 2026.
MRA Advisory Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.1% of MRA Advisory Group's portfolio in Q2 2026, its #110 holding.
MRA Advisory Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 8 quarters since.
MRA Advisory Group's SPDR Gold Trust position peaked at $3.6M in Q1 2021.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.