Resurgent Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Resurgent 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	$353K	Buy	959 +363	+61%	+$150K	0.1%	208
2026 Q1	$256K	Buy	+596	New	+$267K	0.09%	218
2025 Q2	–	Sell	-1,204	Closed	-$347K	–	193
2025 Q1	$347K	Sell	1,204 -395	-25%	-$104K	0.21%	128
2024 Q4	$387K	Buy	1,599 +400	+33%	+$98.3K	0.23%	123
2024 Q3	$291K	Buy	1,199 +160	+15%	+$36.6K	0.17%	143
2024 Q2	$223K	Sell	1,039 -750	-42%	-$162K	0.14%	161
2024 Q1	$368K	Buy	1,789 +750	+72%	+$144K	0.2%	135
2023 Q4	$199K	Sell	1,039 -112	-10%	-$20.5K	0.12%	168
2023 Q3	$197K	Hold	1,151	–	–	0.13%	150
2023 Q2	$205K	Buy	1,151 +112	+11%	+$20.6K	0.14%	141
2023 Q1	$190K	Hold	1,039	–	–	0.13%	155
2022 Q4	$176K	Buy	+1,039	New	+$167K	0.09%	217

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Resurgent Financial Advisors increased its SPDR Gold Trust (GLD) stake by 61% in Q2 2026, buying an estimated $150K and bringing the position to 959 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #208.

Resurgent Financial Advisors first reported a position in GLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $387K in Q4 2024. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Resurgent Financial Advisors held 959 shares of SPDR Gold Trust worth $353K as of Q2 2026.
Resurgent Financial Advisors bought 363 SPDR Gold Trust shares in Q2 2026, an estimated $150K.
SPDR Gold Trust made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #208 holding.
Resurgent Financial Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 12 quarters since.
Resurgent Financial Advisors's SPDR Gold Trust position peaked at $387K in Q4 2024.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.