Pacifica Partners’s SPDR Gold Trust GLD Stock Holding History

Pacifica Partners’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	$219K	Sell	579 -1	-0.2%	-$414	0.07%	113
2026 Q1	$250K	Sell	580 -5	-0.9%	-$2.24K	0.08%	102
2025 Q4	$233K	Sell	585 -1	-0.2%	-$382	0.1%	94
2025 Q3	$209K	Sell	586 -1	-0.2%	-$319	0.07%	111
2025 Q2	$177K	Sell	587 -1	-0.2%	-$303	0.07%	114
2025 Q1	$168K	Sell	588 -1	-0.2%	-$264	0.08%	107
2024 Q4	$145K	Hold	589	–	–	0.06%	120
2024 Q3	$143K	Sell	589 -1	-0.2%	-$229	0.06%	127
2024 Q2	$129K	Sell	590 -1	-0.2%	-$216	0.06%	137
2024 Q1	$119K	Hold	591	–	–	0.05%	141
2023 Q4	$111K	Sell	591 -2	-0.3%	-$367	0.05%	140
2023 Q3	$100K	Hold	593	–	–	0.05%	129
2023 Q2	$105K	Sell	593 -1	-0.2%	-$184	0.06%	122
2023 Q1	$110K	Sell	594 -211	-26%	-$37.1K	0.07%	120
2022 Q4	$136K	Sell	805 -96	-11%	-$15.5K	0.09%	102
2022 Q3	$137K	Hold	901	–	–	0.1%	102
2022 Q2	$155K	Sell	901 -1	-0.1%	-$175	0.11%	99
2022 Q1	$162K	Sell	902 -1	-0.1%	-$175	0.11%	96
2021 Q4	$152K	Sell	903 -1	-0.1%	-$168	0.1%	103
2021 Q3	$147K	Buy	904 +89	+11%	+$14.9K	0.11%	92
2021 Q2	$135K	Hold	815	–	–	0.1%	94
2021 Q1	$131K	Hold	815	–	–	0.11%	92
2020 Q4	$144K	Buy	815 +175	+27%	+$30.8K	0.14%	83
2020 Q3	$113K	Hold	640	–	–	0.12%	84
2020 Q2	$106K	Hold	640	–	–	0.12%	87
2020 Q1	$100K	Hold	640	–	–	0.12%	88
2019 Q4	$91K	Buy	+640	New	+$89.4K	0.09%	101

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

Pacifica Partners's GLD Position: Q2 2026 in Review

Pacifica Partners reduced its SPDR Gold Trust (GLD) stake by 0.17% in Q2 2026, selling an estimated $414 and leaving 579 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #113.

Pacifica Partners first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $250K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Pacifica Partners held 579 shares of SPDR Gold Trust worth $219K as of Q2 2026.
Pacifica Partners sold 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
SPDR Gold Trust made up 0.07% of Pacifica Partners's portfolio in Q2 2026, its #113 holding.
Pacifica Partners first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
Pacifica Partners's SPDR Gold Trust position peaked at $250K in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.