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Phil A. Younker & Associates’s SPDR Gold Trust GLD Stock Holding History

Phil A. Younker & Associates’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 		$282K Hold
766
– – 0.19% 23
2026
Q1 		$330K Hold
766
– – 0.22% 29
2025
Q4 		$304K Sell
766
-15
-2% -$5.73K 0.21% 28
2025
Q3 		$278K Buy
781
+30
+4% +$9.56K 0.21% 29
2025
Q2 		$229K Sell
751
-15
-2% -$4.54K 0.23% 28
2025
Q1 		$221K Buy
+766
New +$203K 0.22% 28

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

Phil A. Younker & Associates's GLD Position: Q2 2026 in Review

Phil A. Younker & Associates held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 766 shares worth $282K. The position accounts for 0.19% of the portfolio, ranked #23.

Phil A. Younker & Associates first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $330K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Phil A. Younker & Associates held 766 shares of SPDR Gold Trust worth $282K as of Q2 2026.
  • Phil A. Younker & Associates left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.19% of Phil A. Younker & Associates's portfolio in Q2 2026, its #23 holding.
  • Phil A. Younker & Associates first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Phil A. Younker & Associates's SPDR Gold Trust position peaked at $330K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.