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Prosperity Financial Group’s SPDR Gold Trust GLD Stock Holding History

Prosperity Financial Group’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 		$649K Sell
1,762
-200
-10% -$82.9K 0.2% 110
2026
Q1 		$844K Buy
1,962
+20
+1% +$8.96K 0.31% 92
2025
Q4 		$770K Sell
1,942
-225
-10% -$85.9K 0.28% 94
2025
Q3 		$770K Buy
2,167
+13
+0.6% +$4.14K 0.28% 90
2025
Q2 		$657K Sell
2,154
-4
-0.2% -$1.21K 0.28% 91
2025
Q1 		$622K Buy
2,158
+94
+5% +$24.9K 0.31% 83
2024
Q4 		$500K Sell
2,064
-45
-2% -$11.1K 0.25% 90
2024
Q3 		$513K Hold
2,109
– – 0.29% 86
2024
Q2 		$453K Sell
2,109
-210
-9% -$45.4K 0.29% 81
2024
Q1 		$477K Sell
2,319
-351
-13% -$67.4K 0.29% 82
2023
Q4 		$510K Sell
2,670
-100
-4% -$18.3K 0.35% 61
2023
Q3 		$475K Sell
2,770
-600
-18% -$107K 0.39% 56
2023
Q2 		$601K Buy
+3,370
New +$619K 0.53% 46

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

Prosperity Financial Group's GLD Position: Q2 2026 in Review

Prosperity Financial Group reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $82.9K and leaving 1,762 shares worth $649K. The position accounts for 0.2% of the portfolio, ranked #110.

Prosperity Financial Group first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $844K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Prosperity Financial Group held 1,762 shares of SPDR Gold Trust worth $649K as of Q2 2026.
  • Prosperity Financial Group sold 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
  • SPDR Gold Trust made up 0.2% of Prosperity Financial Group's portfolio in Q2 2026, its #110 holding.
  • Prosperity Financial Group first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Prosperity Financial Group's SPDR Gold Trust position peaked at $844K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.