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

Rollins 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 		$313K Buy
849
+120
+16% +$49.7K 0.04% 140
2026
Q1 		$314K Buy
729
+20
+3% +$8.96K 0.05% 132
2025
Q4 		$281K Hold
709
– – 0.04% 130
2025
Q3 		$252K Hold
709
– – 0.04% 130
2025
Q2 		$216K Buy
+709
New +$215K 0.03% 132
2024
Q4 		– Sell
-895
Closed -$218K – 138
2024
Q3 		$218K Buy
+895
New +$205K 0.04% 124

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

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

Rollins Financial Advisors increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $49.7K and bringing the position to 849 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #140.

Rollins Financial Advisors first reported a position in GLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $314K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Rollins Financial Advisors held 849 shares of SPDR Gold Trust worth $313K as of Q2 2026.
  • Rollins Financial Advisors bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
  • SPDR Gold Trust made up 0.04% of Rollins Financial Advisors's portfolio in Q2 2026, its #140 holding.
  • Rollins Financial Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • Rollins Financial Advisors's SPDR Gold Trust position peaked at $314K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.