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Patriot Financial Group Insurance Agency’s SPDR Gold Trust GLD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$906K Sell
2,460
-2,720
-53% -$1.13M 0.09% 242
2026
Q1 		$2.23M Buy
5,180
+2,072
+67% +$928K 0.13% 199
2025
Q4 		$1.23M Buy
3,108
+658
+27% +$251K 0.15% 175
2025
Q3 		$871K Sell
2,450
-5
-0.2% -$1.59K 0.11% 211
2025
Q2 		$748K Sell
2,455
-1,263
-34% -$382K 0.09% 253
2025
Q1 		$1.07M Sell
3,718
-717
-16% -$190K 0.14% 180
2024
Q4 		$1.07M Sell
4,435
-792
-15% -$195K 0.14% 170
2024
Q3 		$1.27M Sell
5,227
-625
-11% -$143K 0.17% 141
2024
Q2 		$1.26M Sell
5,852
-119
-2% -$25.7K 0.19% 129
2024
Q1 		$1.23M Sell
5,971
-1,186
-17% -$228K 0.2% 122
2023
Q4 		$1.37M Sell
7,157
-3,283
-31% -$602K 0.26% 93
2023
Q3 		$1.79M Buy
10,440
+115
+1% +$20.6K 0.37% 55
2023
Q2 		$1.84M Buy
10,325
+213
+2% +$39.1K 0.35% 63
2023
Q1 		$1.85M Sell
10,112
-562
-5% -$98.9K 0.38% 59
2022
Q4 		$1.81M Buy
10,674
+583
+6% +$93.9K 0.24% 48
2022
Q3 		$1.56M Sell
10,091
-12,818
-56% -$2.06M 0.38% 57
2022
Q2 		$3.86M Buy
22,909
+2,209
+11% +$386K 0.78% 24
2022
Q1 		$3.74M Buy
20,700
+17,779
+609% +$3.12M 0.67% 25
2021
Q4 		$499K Sell
2,921
-41
-1% -$6.88K 0.08% 243
2021
Q3 		$486K Sell
2,962
-27
-0.9% -$4.52K 0.09% 239
2021
Q2 		$495K Buy
2,989
+227
+8% +$38.6K 0.09% 235
2021
Q1 		$442K Sell
2,762
-555
-17% -$93.3K 0.1% 215
2020
Q4 		$592K Buy
3,317
+556
+20% +$97.9K 0.15% 149
2020
Q3 		$489K Buy
2,761
+700
+34% +$126K 0.16% 136
2020
Q2 		$345K Buy
2,061
+71
+4% +$11.5K 0.13% 160
2020
Q1 		$295K Buy
1,990
+960
+93% +$143K 0.13% 165
2019
Q4 		$147K Sell
1,030
-737
-42% -$103K 0.06% 266
2019
Q3 		$245K Buy
1,767
+1,647
+1,373% +$229K 0.11% 167
2019
Q2 		$16K Hold
120
– – 0.01% 701
2019
Q1 		$15K Hold
120
– – 0.01% 617
2018
Q4 		$15K Buy
120
+20
+20% +$2.32K 0.01% 529
2018
Q3 		$11K Hold
100
– – 0.01% 609
2018
Q2 		$12K Hold
100
– – 0.01% 373
2018
Q1 		$13K Hold
100
– – 0.01% 554
2017
Q4 		$13K Hold
100
– – 0.01% 542
2017
Q3 		$12K Sell
100
-275
-73% -$33.4K 0.01% 512
2017
Q2 		$43K Hold
375
– – 0.04% 257
2017
Q1 		$45K Hold
375
– – 0.05% 236
2016
Q4 		$43K Buy
+375
New +$43.5K 0.06% 240

Other funds holding GLD

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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

Patriot Financial Group Insurance Agency's GLD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its SPDR Gold Trust (GLD) stake by 53% in Q2 2026, selling an estimated $1.13M and leaving 2,460 shares worth $906K. The position accounts for 0.09% of the portfolio, ranked #242.

Patriot Financial Group Insurance Agency first reported a position in GLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.86M in Q2 2022. 1,702 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,460 shares of SPDR Gold Trust worth $906K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,720 SPDR Gold Trust shares in Q2 2026, an estimated $1.13M.
  • SPDR Gold Trust made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #242 holding.
  • Patriot Financial Group Insurance Agency first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's SPDR Gold Trust position peaked at $3.86M in Q2 2022.
  • 1,702 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.