PFG
GLD icon

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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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. 929 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.
  • 929 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.