Pinnacle Family Advisors’s SPDR Gold Trust GLD Stock Holding History

Pinnacle Family 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	$1.24M	Sell	3,377 -264	-7%	-$109K	0.52%	39
2026 Q1	$1.57M	Sell	3,641 -7,165	-66%	-$3.21M	0.74%	28
2025 Q4	$4.28M	Buy	10,806 +1,022	+10%	+$390K	1.88%	11
2025 Q3	$3.48M	Buy	9,784 +2,232	+30%	+$711K	1.52%	18
2025 Q2	$2.3M	Buy	+7,552	New	+$2.29M	1.12%	22
2020 Q2	–	Sell	-8,250	Closed	-$1.22M	–	81
2020 Q1	$1.22M	Sell	8,250 -200	-2%	-$29.8K	1.47%	23
2019 Q4	$1.21M	Sell	8,450 -615	-7%	-$85.9K	1.09%	25
2019 Q3	$1.26M	Sell	9,065 -770	-8%	-$107K	1.11%	23
2019 Q2	$1.31M	Buy	+9,835	New	+$1.22M	1.09%	24
2018 Q3	–	Sell	-58,710	Closed	-$6.97M	–	69
2018 Q2	$6.97M	Sell	58,710 -2,670	-4%	-$331K	3.71%	11
2018 Q1	$7.72M	Sell	61,380 -5,710	-9%	-$720K	4.41%	7
2017 Q4	$8.3M	Buy	67,090 +1,630	+2%	+$198K	3.83%	6
2017 Q3	$7.96M	Buy	+65,460	New	+$7.96M	3.74%	9

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Family Advisors's GLD Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its SPDR Gold Trust (GLD) stake by 7.3% in Q2 2026, selling an estimated $109K and leaving 3,377 shares worth $1.24M. The position accounts for 0.52% of the portfolio, ranked #39.

Pinnacle Family Advisors first reported a position in GLD in Q3 2017 and has held it in 13 quarters since. The position peaked at $8.3M in Q4 2017. 3,031 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Pinnacle Family Advisors held 3,377 shares of SPDR Gold Trust worth $1.24M as of Q2 2026.
Pinnacle Family Advisors sold 264 SPDR Gold Trust shares in Q2 2026, an estimated $109K.
SPDR Gold Trust made up 0.52% of Pinnacle Family Advisors's portfolio in Q2 2026, its #39 holding.
Pinnacle Family Advisors first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 13 quarters since.
Pinnacle Family Advisors's SPDR Gold Trust position peaked at $8.3M in Q4 2017.
3,031 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.