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RFG - Bristol Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

RFG - Bristol Wealth 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 		$286K Buy
777
+37
+5% +$15.3K 0.07% 152
2026
Q1 		$318K Buy
740
+190
+35% +$85.1K 0.09% 143
2025
Q4 		$218K Buy
+550
New +$210K 0.06% 166

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RFG - Bristol Wealth Advisors's GLD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 5% in Q2 2026, buying an estimated $15.3K and bringing the position to 777 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #152.

RFG - Bristol Wealth Advisors first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 1,367 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 777 shares of SPDR Gold Trust worth $286K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 37 SPDR Gold Trust shares in Q2 2026, an estimated $15.3K.
  • SPDR Gold Trust made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • RFG - Bristol Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • RFG - Bristol Wealth Advisors's SPDR Gold Trust position peaked at $318K in Q1 2026.
  • 1,367 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.