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Pathway Financial Advisers’s SPDR Gold Trust GLD Stock Holding History

Pathway Financial Advisers’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 		$350K Sell
950
-69
-7% -$28.6K 0.09% 141
2026
Q1 		$439K Buy
1,019
+14
+1% +$6.27K 0.12% 131
2025
Q4 		$398K Buy
1,005
+41
+4% +$15.7K 0.12% 133
2025
Q3 		$341K Buy
964
+5
+0.5% +$1.59K 0.1% 136
2025
Q2 		$292K Sell
959
-136
-12% -$41.2K 0.09% 140
2025
Q1 		$316K Buy
1,095
+50
+5% +$13.2K 0.11% 135
2024
Q4 		$253K Hold
1,045
– – 0.08% 145
2024
Q3 		$254K Sell
1,045
-33
-3% -$7.56K 0.11% 110
2024
Q2 		$231K Sell
1,078
-33
-3% -$7.14K 0.08% 151
2024
Q1 		$229K Buy
1,111
+88
+9% +$16.9K 0.08% 153
2023
Q4 		$195K Sell
1,023
-51
-5% -$9.35K 0.07% 159
2023
Q3 		$184K Buy
+1,074
New +$192K 0.08% 155
2023
Q1 		$196K Buy
1,073
+149
+16% +$26.2K 0.08% 158
2022
Q4 		$157K Buy
+924
New +$149K 0.06% 170

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

Pathway Financial Advisers's GLD Position: Q2 2026 in Review

Pathway Financial Advisers reduced its SPDR Gold Trust (GLD) stake by 6.8% in Q2 2026, selling an estimated $28.6K and leaving 950 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #141.

Pathway Financial Advisers first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $439K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Pathway Financial Advisers held 950 shares of SPDR Gold Trust worth $350K as of Q2 2026.
  • Pathway Financial Advisers sold 69 SPDR Gold Trust shares in Q2 2026, an estimated $28.6K.
  • SPDR Gold Trust made up 0.09% of Pathway Financial Advisers's portfolio in Q2 2026, its #141 holding.
  • Pathway Financial Advisers first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Pathway Financial Advisers's SPDR Gold Trust position peaked at $439K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.