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

Petra 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 		$9.09M Buy
24,679
+335
+1% +$139K 4.21% 4
2026
Q1 		$10.5M Buy
24,344
+1,332
+6% +$597K 6.48% 2
2025
Q4 		$9.12M Sell
23,012
-1,272
-5% -$486K 5.35% 3
2025
Q3 		$8.63M Buy
24,284
+1,032
+4% +$329K 5.03% 3
2025
Q2 		$7.09M Buy
23,252
+96
+0.4% +$29.1K 4.5% 3
2025
Q1 		$6.67M Sell
23,156
-670
-3% -$177K 5.47% 3
2024
Q4 		$5.77M Sell
23,826
-661
-3% -$162K 3.92% 3
2024
Q3 		$5.95M Buy
24,487
+366
+2% +$83.8K 3.93% 4
2024
Q2 		$5.19M Sell
24,121
-261
-1% -$56.5K 3.73% 6
2024
Q1 		$5.01M Buy
24,382
+165
+0.7% +$31.7K 3.68% 4
2023
Q4 		$4.63M Sell
24,217
-678
-3% -$124K 3.86% 5
2023
Q3 		$4.27M Buy
24,895
+198
+0.8% +$35.4K 3.56% 4
2023
Q2 		$4.4M Buy
24,697
+1,048
+4% +$193K 3.93% 4
2023
Q1 		$4.33M Buy
23,649
+21,736
+1,136% +$3.82M 4.29% 5
2022
Q4 		$325K Buy
+1,913
New +$308K 0.36% 71

Other funds holding GLD

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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Petra Financial Advisors increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, buying an estimated $139K and bringing the position to 24,679 shares worth $9.09M. The position accounts for 4.21% of the portfolio, ranked #4.

Petra Financial Advisors first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2026. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Petra Financial Advisors held 24,679 shares of SPDR Gold Trust worth $9.09M as of Q2 2026.
  • Petra Financial Advisors bought 335 SPDR Gold Trust shares in Q2 2026, an estimated $139K.
  • SPDR Gold Trust made up 4.21% of Petra Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Petra Financial Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Petra Financial Advisors's SPDR Gold Trust position peaked at $10.5M in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.