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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
2025
Q3 		– Sell
-100
Closed -$30.5K – 531
2025
Q2 		$30.5K Buy
+100
New +$30.3K ﹤0.01% 527
2023
Q2 		– Sell
-100
Closed -$18.3K – 476
2023
Q1 		$18.3K Buy
+100
New +$17.6K ﹤0.01% 452

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 2,449 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.
  • 2,449 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.