RDFA
GLD icon

Ritter Daniher Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Ritter Daniher Financial Advisory’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 		$836K Buy
2,270
+13
+0.6% +$5.39K 0.13% 83
2026
Q1 		$971K Hold
2,257
– – 0.16% 74
2025
Q4 		$894K Buy
2,257
+75
+3% +$28.6K 0.15% 76
2025
Q3 		$776K Hold
2,182
– – 0.14% 77
2025
Q2 		$665K Hold
2,182
– – 0.16% 48
2025
Q1 		$629K Sell
2,182
-50
-2% -$13.2K 0.17% 46
2024
Q4 		$540K Sell
2,232
-7
-0.3% -$1.72K 0.15% 46
2024
Q3 		$544K Sell
2,239
-50
-2% -$11.4K 0.16% 46
2024
Q2 		$492K Buy
2,289
+200
+10% +$43.3K 0.16% 48
2024
Q1 		$430K Hold
2,089
– – 0.14% 51
2023
Q4 		$399K Sell
2,089
-17
-0.8% -$3.12K 0.15% 54
2023
Q3 		$361K Hold
2,106
– – 0.15% 52
2023
Q2 		$375K Hold
2,106
– – 0.16% 51
2023
Q1 		$386K Hold
2,106
– – 0.17% 48
2022
Q4 		$357K Sell
2,106
-36
-2% -$5.8K 0.17% 51
2022
Q3 		$331K Buy
2,142
+32
+2% +$5.15K 0.24% 48
2022
Q2 		$355K Sell
2,110
-46
-2% -$8.03K 0.25% 46
2022
Q1 		$389K Sell
2,156
-17
-0.8% -$2.98K 0.27% 39
2021
Q4 		$371K Sell
2,173
-450
-17% -$75.5K 0.25% 40
2021
Q3 		$431K Buy
2,623
+344
+15% +$57.6K 0.32% 31
2021
Q2 		$377K Sell
2,279
-220
-9% -$37.4K 0.28% 34
2021
Q1 		$400K Sell
2,499
-163
-6% -$27.4K 0.32% 30
2020
Q4 		$475K Buy
+2,662
New +$469K 0.41% 26

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

Ritter Daniher Financial Advisory's GLD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its SPDR Gold Trust (GLD) stake by 0.58% in Q2 2026, buying an estimated $5.39K and bringing the position to 2,270 shares worth $836K. The position accounts for 0.13% of the portfolio, ranked #83.

Ritter Daniher Financial Advisory first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $971K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ritter Daniher Financial Advisory held 2,270 shares of SPDR Gold Trust worth $836K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 13 SPDR Gold Trust shares in Q2 2026, an estimated $5.39K.
  • SPDR Gold Trust made up 0.13% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #83 holding.
  • Ritter Daniher Financial Advisory first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's SPDR Gold Trust position peaked at $971K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.