QFA
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Quattro Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Quattro 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 		$5.93M Sell
16,104
-10,571
-40% -$4.38M 1.27% 23
2026
Q1 		$11.5M Buy
26,675
+11,571
+77% +$5.18M 3.47% 7
2025
Q4 		$5.99M Sell
15,104
-174
-1% -$66.5K 1.79% 17
2025
Q3 		$5.43M Sell
15,278
-1,227
-7% -$391K 1.72% 19
2025
Q2 		$5.03M Buy
+16,505
New +$5M 1.77% 19
2025
Q1 		– Sell
-7,590
Closed -$1.93M – 89
2024
Q4 		$1.93M Hold
7,590
– – 0.5% 37
2024
Q3 		$1.86M Sell
7,590
-2,325
-23% -$532K 0.52% 39
2024
Q2 		$2.13M Hold
9,915
– – 0.56% 36
2024
Q1 		$2.04M Buy
9,915
+9,724
+5,091% +$1.87M 0.58% 36
2023
Q4 		$444K Sell
191
-3,809
-95% -$698K 0.15% 64
2023
Q3 		$686K Sell
4,000
-57,012
-93% -$10.2M 0.3% 54
2023
Q2 		$10.9M Sell
61,012
-7,556
-11% -$1.39M 4.32% 7
2023
Q1 		$12.6M Buy
68,568
+6,339
+10% +$1.12M 5.15% 5
2022
Q4 		$10.6M Buy
62,229
+30,786
+98% +$4.96M 4.21% 7
2022
Q3 		$4.86M Sell
31,443
-9,875
-24% -$1.59M 1.94% 17
2022
Q2 		$6.96M Buy
41,318
+30,434
+280% +$5.31M 2.37% 14
2022
Q1 		$1.97M Sell
10,884
-4,560
-30% -$800K 0.66% 30
2021
Q4 		$2.64M Hold
15,444
– – 0.93% 28
2021
Q3 		$2.57M Sell
15,444
-212
-1% -$35.5K 0.68% 35
2021
Q2 		$2.67M Sell
15,656
-41,188
-72% -$7M 0.71% 36
2021
Q1 		$9.43M Sell
56,844
-27,027
-32% -$4.54M 2.14% 16
2020
Q4 		$14.4M Sell
83,871
-6,470
-7% -$1.14M 3.79% 8
2020
Q3 		$16.1M Buy
90,341
+2,540
+3% +$456K 3.89% 9
2020
Q2 		$14.9M Sell
87,801
-74,025
-46% -$11.9M 3.92% 9
2020
Q1 		$13M Buy
161,826
+81,633
+102% +$12.2M 4.74% 9
2019
Q4 		$11.7M Sell
80,193
-45,649
-36% -$6.38M 3.76% 9
2019
Q3 		$17.9M Buy
125,842
+11,173
+10% +$1.55M 5.43% 6
2019
Q2 		$15.6M Buy
+114,669
New +$14.2M 4.82% 8
2019
Q1 		– Sell
-46,564
Closed -$5.68M – 33
2018
Q4 		$5.68M Buy
46,564
+46,464
+46,464% +$5.4M 1.97% 17
2018
Q3 		$11.2K Sell
100
-70,205
-100% -$8.05M ﹤0.01% 81
2018
Q2 		$8.37M Sell
70,305
-11,101
-14% -$1.37M 4.15% 11
2018
Q1 		$10.3M Sell
81,406
-3,740
-4% -$472K 4.06% 11
2017
Q4 		$10.7M Buy
85,146
+6,326
+8% +$767K 2.94% 17
2017
Q3 		$9.54M Buy
78,820
+17,703
+29% +$2.15M 2.82% 14
2017
Q2 		$7.21M Sell
61,117
-8,758
-13% -$1.05M 2.94% 16
2017
Q1 		$8.3M Buy
+69,875
New +$8.12M 4.17% 9

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

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

Quattro Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 40% in Q2 2026, selling an estimated $4.38M and leaving 16,104 shares worth $5.93M. The position accounts for 1.27% of the portfolio, ranked #23.

Quattro Financial Advisors first reported a position in GLD in Q1 2017 and has held it in 36 quarters since. The position peaked at $17.9M in Q3 2019. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Quattro Financial Advisors held 16,104 shares of SPDR Gold Trust worth $5.93M as of Q2 2026.
  • Quattro Financial Advisors sold 10,571 SPDR Gold Trust shares in Q2 2026, an estimated $4.38M.
  • SPDR Gold Trust made up 1.27% of Quattro Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Quattro Financial Advisors first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 36 quarters since.
  • Quattro Financial Advisors's SPDR Gold Trust position peaked at $17.9M in Q3 2019.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.