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

Professional 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 		$4.08M Sell
11,082
-115
-1% -$47.6K 0.71% 24
2026
Q1 		$4.82M Buy
11,197
+193
+2% +$86.4K 0.98% 16
2025
Q4 		$4.36M Buy
11,004
+783
+8% +$299K 0.89% 18
2025
Q3 		$3.63M Buy
10,221
+12
+0.1% +$3.82K 0.76% 24
2025
Q2 		$3.11M Sell
10,209
-490
-5% -$148K 0.72% 25
2025
Q1 		$3.08M Buy
10,699
+401
+4% +$106K 0.78% 21
2024
Q4 		$2.49M Buy
10,298
+435
+4% +$107K 0.64% 26
2024
Q3 		$2.4M Buy
9,863
+935
+10% +$214K 0.62% 27
2024
Q2 		$1.92M Buy
8,928
+932
+12% +$202K 0.53% 31
2024
Q1 		$1.64M Buy
7,996
+472
+6% +$90.6K 0.47% 34
2023
Q4 		$1.44M Sell
7,524
-615
-8% -$113K 0.48% 35
2023
Q3 		$1.4M Buy
8,139
+539
+7% +$96.4K 0.63% 31
2023
Q2 		$1.35M Buy
+7,600
New +$1.4M 0.7% 29
2023
Q1 		– Sell
-2,638
Closed -$448K – 67
2022
Q4 		$448K Hold
2,638
– – 0.3% 58
2022
Q3 		$408K Sell
2,638
-97
-4% -$15.6K 0.25% 63
2022
Q2 		$461K Buy
2,735
+2,344
+599% +$409K 0.26% 66
2022
Q1 		$71K Sell
391
-11
-3% -$1.93K 0.03% 122
2021
Q4 		$69K Sell
402
-3,406
-89% -$572K 0.03% 148
2021
Q3 		$625K Sell
3,808
-63
-2% -$10.5K 0.36% 47
2021
Q2 		$641K Sell
3,871
-499
-11% -$84.8K 0.35% 47
2021
Q1 		$699K Sell
4,370
-872
-17% -$147K 0.43% 46
2020
Q4 		$935K Sell
5,242
-575
-10% -$101K 0.74% 34
2020
Q3 		$1.02M Buy
5,817
+3,763
+183% +$676K 0.96% 25
2020
Q2 		$344K Buy
+2,054
New +$331K 0.45% 45

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

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

Professional Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, selling an estimated $47.6K and leaving 11,082 shares worth $4.08M. The position accounts for 0.71% of the portfolio, ranked #24.

Professional Financial Advisors first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.82M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Professional Financial Advisors held 11,082 shares of SPDR Gold Trust worth $4.08M as of Q2 2026.
  • Professional Financial Advisors sold 115 SPDR Gold Trust shares in Q2 2026, an estimated $47.6K.
  • SPDR Gold Trust made up 0.71% of Professional Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Professional Financial Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Professional Financial Advisors's SPDR Gold Trust position peaked at $4.82M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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