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Peak Financial Management’s SPDR Gold Trust GLD Stock Holding History

Peak Financial Management’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 		$315K Buy
856
+225
+36% +$93.2K 0.07% 80
2026
Q1 		$272K Sell
631
-477
-43% -$214K 0.07% 76
2025
Q4 		$439K Sell
1,108
-59
-5% -$22.5K 0.11% 59
2025
Q3 		$415K Buy
1,167
+42
+4% +$13.4K 0.11% 61
2025
Q2 		$343K Sell
1,125
-41
-4% -$12.4K 0.1% 68
2025
Q1 		$336K Buy
1,166
+224
+24% +$59.2K 0.1% 69
2024
Q4 		$228K Hold
942
– – 0.07% 88
2024
Q3 		$229K Buy
+942
New +$216K 0.07% 91

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

Peak Financial Management's GLD Position: Q2 2026 in Review

Peak Financial Management increased its SPDR Gold Trust (GLD) stake by 36% in Q2 2026, buying an estimated $93.2K and bringing the position to 856 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #80.

Peak Financial Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $439K in Q4 2025. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Peak Financial Management held 856 shares of SPDR Gold Trust worth $315K as of Q2 2026.
  • Peak Financial Management bought 225 SPDR Gold Trust shares in Q2 2026, an estimated $93.2K.
  • SPDR Gold Trust made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #80 holding.
  • Peak Financial Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Peak Financial Management's SPDR Gold Trust position peaked at $439K in Q4 2025.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.