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

Putney 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 		$238K Hold
647
– – 0.21% 68
2026
Q1 		$278K Hold
647
– – 0.28% 67
2025
Q4 		$256K Hold
647
– – 0.24% 72
2025
Q3 		$230K Sell
647
-150
-19% -$47.8K 0.23% 70
2025
Q2 		$243K Sell
797
-100
-11% -$30.3K 0.25% 59
2025
Q1 		$258K Buy
897
+22
+3% +$5.82K 0.27% 57
2024
Q4 		$212K Buy
+875
New +$215K 0.19% 68

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

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

Putney Financial Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 647 shares worth $238K. The position accounts for 0.21% of the portfolio, ranked #68.

Putney Financial Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Putney Financial Group held 647 shares of SPDR Gold Trust worth $238K as of Q2 2026.
  • Putney Financial Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.21% of Putney Financial Group's portfolio in Q2 2026, its #68 holding.
  • Putney Financial Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's SPDR Gold Trust position peaked at $278K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.