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Orin Green Financial’s SPDR Gold Trust GLD Stock Holding History

Orin Green Financial’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 		$4.3M Buy
11,664
+36
+0.3% +$14.9K 1.59% 16
2026
Q1 		$5M Buy
11,628
+7
+0.1% +$3.13K 2.05% 15
2025
Q4 		$4.61M Buy
11,621
+48
+0.4% +$18.3K 1.84% 15
2025
Q3 		$4.11M Hold
11,573
– – 1.64% 16
2025
Q2 		$3.53M Buy
11,573
+21
+0.2% +$6.36K 1.49% 17
2025
Q1 		$3.65M Buy
+11,552
New +$3.05M 1.72% 16
2024
Q4 		– Sell
-10,028
Closed -$2.46M – 18
2024
Q3 		$2.44M Hold
10,028
– – 1.05% 21
2024
Q2 		$2.16M Buy
+10,028
New +$2.17M 0.99% 21
2024
Q1 		– Sell
-10,028
Closed -$1.92M – 20
2023
Q4 		$1.92M Hold
10,028
– – 0.95% 22
2023
Q3 		$1.72M Hold
10,028
– – 0.95% 21
2023
Q2 		$1.79M Hold
10,028
– – 0.93% 23
2023
Q1 		$1.84M Buy
+10,028
New +$1.76M 0.99% 22

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

Orin Green Financial's GLD Position: Q2 2026 in Review

Orin Green Financial increased its SPDR Gold Trust (GLD) stake by 0.31% in Q2 2026, buying an estimated $14.9K and bringing the position to 11,664 shares worth $4.3M. The position accounts for 1.59% of the portfolio, ranked #16.

Orin Green Financial first reported a position in GLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $5M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Orin Green Financial held 11,664 shares of SPDR Gold Trust worth $4.3M as of Q2 2026.
  • Orin Green Financial bought 36 SPDR Gold Trust shares in Q2 2026, an estimated $14.9K.
  • SPDR Gold Trust made up 1.59% of Orin Green Financial's portfolio in Q2 2026, its #16 holding.
  • Orin Green Financial first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 12 quarters since.
  • Orin Green Financial's SPDR Gold Trust position peaked at $5M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.