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

Pathway Financial Advisors’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	$261K	Hold	690	–	–	0.03%	120
2026 Q1	$296K	Hold	690	–	–	0.04%	113
2025 Q4	$285K	Hold	690	–	–	0.04%	119
2025 Q3	$245K	Hold	690	–	–	0.03%	127
2025 Q2	$210K	Buy	+690	New	+$209K	0.03%	126
2022 Q1	–	Sell	-4,500	Closed	-$756K	–	146
2021 Q4	$756K	Buy	+4,500	New	+$755K	0.27%	46
2020 Q4	–	Sell	-4,000	Closed	-$715K	–	118
2020 Q3	$715K	Buy	+4,000	New	+$719K	0.28%	37
2020 Q1	–	Sell	-6,727	Closed	-$987K	–	104
2019 Q4	$987K	Sell	6,727 -1,000	-13%	-$140K	0.28%	39
2019 Q3	$1.06M	Buy	7,727 +2,637	+52%	+$367K	0.3%	37
2019 Q2	$678K	Buy	5,090 +2,013	+65%	+$249K	0.2%	45
2019 Q1	$375K	Sell	3,077 -700	-19%	-$86.2K	0.12%	63
2018 Q4	$458K	Hold	3,777	–	–	0.26%	55
2018 Q3	$459K	Buy	3,777 +850	+29%	+$97.5K	0.25%	55
2018 Q2	$347K	Hold	2,927	–	–	0.2%	57
2018 Q1	$368K	Hold	2,927	–	–	0.21%	55
2017 Q4	$362K	Buy	+2,927	New	+$355K	0.21%	56

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Pathway Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 690 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #120.

Pathway Financial Advisors first reported a position in GLD in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2019. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Pathway Financial Advisors held 690 shares of SPDR Gold Trust worth $261K as of Q2 2026.
Pathway Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #120 holding.
Pathway Financial Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 16 quarters since.
Pathway Financial Advisors's SPDR Gold Trust position peaked at $1.06M in Q3 2019.
554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.