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Prospera Financial Services’s SPDR Gold Trust GLD Stock Holding History

Prospera Financial Services’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 		$36.3M Sell
98,406
-4,929
-5% -$2.04M 0.53% 30
2026
Q1 		$44.5M Sell
103,335
-6,937
-6% -$3.11M 0.72% 22
2025
Q4 		$43.7M Sell
110,272
-6,302
-5% -$2.41M 0.72% 23
2025
Q3 		$41.4M Buy
116,574
+16,164
+16% +$5.15M 0.71% 22
2025
Q2 		$30.6M Buy
100,410
+10,153
+11% +$3.07M 0.57% 31
2025
Q1 		$26M Buy
90,257
+6,487
+8% +$1.72M 0.6% 30
2024
Q4 		$20.3M Sell
83,770
-2,568
-3% -$631K 0.47% 45
2024
Q3 		$21M Buy
86,338
+4,437
+5% +$1.02M 0.54% 38
2024
Q2 		$17.6M Buy
81,901
+5,206
+7% +$1.13M 0.49% 41
2024
Q1 		$15.8M Sell
76,695
-34,829
-31% -$6.68M 0.47% 38
2023
Q4 		$21.3M Buy
111,524
+49,726
+80% +$9.11M 0.71% 20
2023
Q3 		$10.6M Sell
61,798
-5,397
-8% -$965K 0.41% 46
2023
Q2 		$12M Buy
67,195
+40,081
+148% +$7.36M 0.46% 42
2023
Q1 		$4.97M Buy
27,114
+771
+3% +$136K 0.2% 124
2022
Q4 		$4.47M Buy
26,343
+5,961
+29% +$960K 0.22% 111
2022
Q3 		$3.15M Sell
20,382
-3,095
-13% -$498K 0.16% 152
2022
Q2 		$3.96M Buy
23,477
+6,875
+41% +$1.2M 0.2% 112
2022
Q1 		$3M Buy
16,602
+5,655
+52% +$992K 0.13% 198
2021
Q4 		$1.87M Sell
10,947
-35,532
-76% -$5.97M 0.08% 281
2021
Q3 		$7.63M Buy
46,479
+1,608
+4% +$269K 0.38% 41
2021
Q2 		$7.43M Buy
44,871
+31,876
+245% +$5.42M 0.37% 43
2021
Q1 		$2.08M Buy
12,995
+7,087
+120% +$1.19M 0.12% 214
2020
Q4 		$1.05M Sell
5,908
-15,571
-72% -$2.74M 0.07% 287
2020
Q3 		$3.8M Sell
21,479
-4,202
-16% -$755K 1.45% 7
2020
Q2 		$4.29M Sell
25,681
-3,232
-11% -$521K 0.38% 53
2020
Q1 		$4.28M Buy
28,913
+3,468
+14% +$516K 0.45% 36
2019
Q4 		$3.64M Sell
25,445
-168
-0.7% -$23.5K 0.28% 75
2019
Q3 		$3.56M Buy
25,613
+20,336
+385% +$2.83M 0.37% 49
2019
Q2 		$701K Buy
+5,277
New +$652K 0.08% 228
2019
Q1 		– Sell
-7,900
Closed -$959K – 368
2018
Q4 		$959K Buy
7,900
+2,428
+44% +$282K 0.19% 117
2018
Q3 		$643K Sell
5,472
-1,213
-18% -$139K 0.12% 176
2018
Q2 		$794K Sell
6,685
-60
-0.9% -$7.43K 0.11% 166
2018
Q1 		$850K Sell
6,745
-74
-1% -$9.33K 0.12% 164
2017
Q4 		$848K Sell
6,819
-656
-9% -$79.5K 0.13% 146
2017
Q3 		$908K Buy
7,475
+2,411
+48% +$293K 0.14% 138
2017
Q2 		$595K Sell
5,064
-2,583
-34% -$309K 0.1% 194
2017
Q1 		$912K Sell
7,647
-1,657
-18% -$193K 0.16% 117
2016
Q4 		$1.03M Sell
9,304
-295
-3% -$34.2K 0.2% 99
2016
Q3 		$1.21M Buy
9,599
+1,288
+15% +$164K 0.24% 80
2016
Q2 		$1.05M Buy
8,311
+1,797
+28% +$216K 0.22% 89
2016
Q1 		$762K Buy
6,514
+120
+2% +$13.6K 0.17% 98
2015
Q4 		$649K Sell
6,394
-40
-0.6% -$4.23K 0.14% 103
2015
Q3 		$673K Sell
6,434
-1,414
-18% -$152K 0.17% 88
2015
Q2 		$866K Sell
7,848
-891
-10% -$102K 0.21% 81
2015
Q1 		$978K Sell
8,739
-338
-4% -$39.5K 0.22% 69
2014
Q4 		$1.03M Buy
9,077
+378
+4% +$43.6K 0.26% 65
2014
Q3 		$995K Sell
8,699
-410
-5% -$50.5K 0.27% 58
2014
Q2 		$1.17M Buy
9,109
+78
+0.9% +$9.69K 0.32% 63
2014
Q1 		$1.1M Sell
9,031
-586
-6% -$73K 0.35% 48
2013
Q4 		$1.12M Buy
9,617
+535
+6% +$65.7K 0.38% 53
2013
Q3 		$1.13M Buy
9,082
+13
+0.1% +$1.67K 0.43% 51
2013
Q2 		$1.1M Buy
+9,069
New +$1.24M 0.51% 49

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Prospera Financial Services's GLD Position: Q2 2026 in Review

Prospera Financial Services reduced its SPDR Gold Trust (GLD) stake by 4.8% in Q2 2026, selling an estimated $2.04M and leaving 98,406 shares worth $36.3M. The position accounts for 0.53% of the portfolio, ranked #30.

Prospera Financial Services first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.5M in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Prospera Financial Services held 98,406 shares of SPDR Gold Trust worth $36.3M as of Q2 2026.
  • Prospera Financial Services sold 4,929 SPDR Gold Trust shares in Q2 2026, an estimated $2.04M.
  • SPDR Gold Trust made up 0.53% of Prospera Financial Services's portfolio in Q2 2026, its #30 holding.
  • Prospera Financial Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's SPDR Gold Trust position peaked at $44.5M in Q1 2026.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.