PCS
GLD icon

Personal CFO Solutions’s SPDR Gold Trust GLD Stock Holding History

Personal CFO Solutions’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 		$4.18M Sell
11,346
-1,218
-10% -$505K 0.6% 24
2026
Q1 		$5.41M Sell
12,564
-844
-6% -$378K 0.76% 23
2025
Q4 		$5.31M Buy
13,408
+64
+0.5% +$24.4K 0.84% 18
2025
Q3 		$4.74M Buy
13,344
+468
+4% +$149K 0.83% 16
2025
Q2 		$3.93M Buy
12,876
+718
+6% +$217K 0.73% 22
2025
Q1 		$3.5M Buy
12,158
+16
+0.1% +$4.23K 0.71% 19
2024
Q4 		$2.94M Buy
12,142
+385
+3% +$94.6K 0.58% 27
2024
Q3 		$2.86M Buy
11,757
+379
+3% +$86.8K 0.4% 50
2024
Q2 		$2.45M Sell
11,378
-53
-0.5% -$11.5K 0.38% 52
2024
Q1 		$2.35M Sell
11,431
-352
-3% -$67.6K 0.37% 50
2023
Q4 		$2.25M Buy
11,783
+70
+0.6% +$12.8K 0.39% 49
2023
Q3 		$2.01M Sell
11,713
-226
-2% -$40.4K 0.4% 53
2023
Q2 		$2.13M Buy
11,939
+421
+4% +$77.4K 0.43% 53
2023
Q1 		$2.11M Buy
11,518
+220
+2% +$38.7K 0.44% 49
2022
Q4 		$1.92M Sell
11,298
-1,418
-11% -$228K 0.41% 50
2022
Q3 		$1.97M Hold
12,716
– – 0.49% 44
2022
Q2 		$2.14M Buy
12,716
+3,344
+36% +$584K 0.5% 43
2022
Q1 		$1.69M Buy
9,372
+1,226
+15% +$215K 0.33% 50
2021
Q4 		$1.39M Sell
8,146
-4,900
-38% -$823K 0.26% 71
2021
Q3 		$2.14M Sell
13,046
-114
-0.9% -$19.1K 0.44% 39
2021
Q2 		$2.18M Sell
13,160
-80
-0.6% -$13.6K 0.45% 43
2021
Q1 		$2.12M Sell
13,240
-1,745
-12% -$293K 0.46% 44
2020
Q4 		$2.67M Sell
14,985
-2,739
-15% -$482K 0.66% 31
2020
Q3 		$3M Sell
17,724
-12
-0.1% -$2.16K 1% 25
2020
Q2 		$2.97M Buy
17,736
+3,961
+29% +$639K 0.88% 25
2020
Q1 		$2.04M Buy
+13,775
New +$2.05M 0.73% 31

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

Personal CFO Solutions's GLD Position: Q2 2026 in Review

Personal CFO Solutions reduced its SPDR Gold Trust (GLD) stake by 9.7% in Q2 2026, selling an estimated $505K and leaving 11,346 shares worth $4.18M. The position accounts for 0.6% of the portfolio, ranked #24.

Personal CFO Solutions first reported a position in GLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.41M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Personal CFO Solutions held 11,346 shares of SPDR Gold Trust worth $4.18M as of Q2 2026.
  • Personal CFO Solutions sold 1,218 SPDR Gold Trust shares in Q2 2026, an estimated $505K.
  • SPDR Gold Trust made up 0.6% of Personal CFO Solutions's portfolio in Q2 2026, its #24 holding.
  • Personal CFO Solutions first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Personal CFO Solutions's SPDR Gold Trust position peaked at $5.41M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.