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

MTM 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 		$764K Sell
2,075
-367
-15% -$152K 0.33% 47
2026
Q1 		$1.05M Buy
2,442
+50
+2% +$22.4K 0.49% 37
2025
Q4 		$948K Buy
2,392
+38
+2% +$14.5K 0.45% 40
2025
Q3 		$837K Buy
2,354
+45
+2% +$14.3K 0.41% 43
2025
Q2 		$704K Buy
2,309
+16
+0.7% +$4.84K 0.38% 45
2025
Q1 		$661K Hold
2,293
– – 0.39% 43
2024
Q4 		$555K Buy
2,293
+122
+6% +$30K 0.33% 44
2024
Q3 		$528K Hold
2,171
– – 0.32% 42
2024
Q2 		$467K Buy
2,171
+38
+2% +$8.22K 0.3% 42
2024
Q1 		$439K Buy
2,133
+48
+2% +$9.21K 0.29% 41
2023
Q4 		$399K Sell
2,085
-144
-6% -$26.4K 0.29% 38
2023
Q3 		$382K Sell
2,229
-40
-2% -$7.15K 0.32% 34
2023
Q2 		$404K Hold
2,269
– – 0.34% 34
2023
Q1 		$416K Hold
2,269
– – 0.37% 30
2022
Q4 		$385K Sell
2,269
-216
-9% -$34.8K 0.34% 34
2022
Q3 		$384K Sell
2,485
-59
-2% -$9.49K 0.35% 34
2022
Q2 		$429K Buy
2,544
+145
+6% +$25.3K 0.38% 35
2022
Q1 		$433K Buy
+2,399
New +$421K 0.45% 33

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 $59.9B AUM 27.01% 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

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

MTM Financial Group reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $152K and leaving 2,075 shares worth $764K. The position accounts for 0.33% of the portfolio, ranked #47.

MTM Financial Group first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 3,006 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • MTM Financial Group held 2,075 shares of SPDR Gold Trust worth $764K as of Q2 2026.
  • MTM Financial Group sold 367 SPDR Gold Trust shares in Q2 2026, an estimated $152K.
  • SPDR Gold Trust made up 0.33% of MTM Financial Group's portfolio in Q2 2026, its #47 holding.
  • MTM Financial Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • MTM Financial Group's SPDR Gold Trust position peaked at $1.05M in Q1 2026.
  • 3,006 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.