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

Pettinga 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 		$18.6M Sell
50,597
-388
-0.8% -$161K 2.99% 9
2026
Q1 		$21.9M Sell
50,985
-1,036
-2% -$464K 4.13% 6
2025
Q4 		$20.6M Sell
52,021
-1,267
-2% -$484K 3.91% 6
2025
Q3 		$18.9M Buy
53,288
+875
+2% +$279K 3.69% 7
2025
Q2 		$16M Sell
52,413
-1,837
-3% -$556K 3.5% 8
2025
Q1 		$15.6M Sell
54,250
-442
-0.8% -$117K 3.68% 6
2024
Q4 		$13.2M Sell
54,692
-908
-2% -$223K 3% 9
2024
Q3 		$13.5M Sell
55,600
-2,196
-4% -$503K 3.2% 9
2024
Q2 		$12.4M Sell
57,796
-5,764
-9% -$1.25M 3.11% 8
2024
Q1 		$13.1M Sell
63,560
-1,155
-2% -$222K 3.33% 7
2023
Q4 		$12.4M Buy
64,715
+1,535
+2% +$281K 3.32% 6
2023
Q3 		$10.8M Buy
63,180
+741
+1% +$132K 3.27% 8
2023
Q2 		$11.1M Sell
62,439
-182
-0.3% -$33.4K 3.3% 9
2023
Q1 		$11.5M Sell
62,621
-1,618
-3% -$285K 3.58% 8
2022
Q4 		$10.9M Buy
64,239
+935
+1% +$151K 3.55% 7
2022
Q3 		$9.79M Buy
63,304
+116
+0.2% +$18.7K 3.37% 8
2022
Q2 		$10.6M Buy
63,188
+718
+1% +$125K 3.19% 6
2022
Q1 		$11.3M Buy
62,470
+2,681
+4% +$470K 2.83% 8
2021
Q4 		$10.2M Sell
59,789
-6,785
-10% -$1.14M 2.48% 12
2021
Q3 		$10.9M Sell
66,574
-1,098
-2% -$184K 2.79% 11
2021
Q2 		$11.2M Sell
67,672
-2,973
-4% -$505K 3% 10
2021
Q1 		$11.3M Sell
70,645
-4,141
-6% -$696K 3.29% 8
2020
Q4 		$13.3M Buy
74,786
+309
+0.4% +$54.4K 4.77% 5
2020
Q3 		$13.2M Sell
74,477
-3,265
-4% -$587K 5.59% 5
2020
Q2 		$13M Buy
77,742
+7,156
+10% +$1.15M 6.29% 5
2020
Q1 		$10.4M Buy
70,586
+6,635
+10% +$988K 7.05% 3
2019
Q4 		$9.14M Sell
63,951
-162
-0.3% -$22.6K 4.87% 8
2019
Q3 		$8.9M Sell
64,113
-873
-1% -$121K 4.8% 8
2019
Q2 		$8.66M Buy
64,986
+1,695
+3% +$209K 4.5% 8
2019
Q1 		$7.72M Buy
63,291
+17,563
+38% +$2.16M 4.13% 8
2018
Q4 		$5.54M Buy
+45,728
New +$5.31M 3.64% 7

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

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

Pettinga Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 0.76% in Q2 2026, selling an estimated $161K and leaving 50,597 shares worth $18.6M. The position accounts for 2.99% of the portfolio, ranked #9.

Pettinga Financial Advisors first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.9M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Pettinga Financial Advisors held 50,597 shares of SPDR Gold Trust worth $18.6M as of Q2 2026.
  • Pettinga Financial Advisors sold 388 SPDR Gold Trust shares in Q2 2026, an estimated $161K.
  • SPDR Gold Trust made up 2.99% of Pettinga Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Pettinga Financial Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Pettinga Financial Advisors's SPDR Gold Trust position peaked at $21.9M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.