Root Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Root Financial Partners’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	$483K	Buy	1,310 +115	+10%	+$47.6K	0.02%	200
2026 Q1	$514K	Sell	1,195 -123	-9%	-$55.1K	0.02%	157
2025 Q4	$522K	Buy	1,318 +66	+5%	+$25.2K	0.03%	155
2025 Q3	$445K	Buy	1,252 +339	+37%	+$108K	0.03%	161
2025 Q2	$278K	Buy	913 +200	+28%	+$60.6K	0.03%	193
2025 Q1	$205K	Sell	713 -990	-58%	-$262K	0.02%	202
2024 Q4	$412K	Buy	+1,703	New	+$418K	0.05%	128

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

Root Financial Partners's GLD Position: Q2 2026 in Review

Root Financial Partners increased its SPDR Gold Trust (GLD) stake by 9.6% in Q2 2026, buying an estimated $47.6K and bringing the position to 1,310 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #200.

Root Financial Partners first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Root Financial Partners held 1,310 shares of SPDR Gold Trust worth $483K as of Q2 2026.
Root Financial Partners bought 115 SPDR Gold Trust shares in Q2 2026, an estimated $47.6K.
SPDR Gold Trust made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #200 holding.
Root Financial Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's SPDR Gold Trust position peaked at $522K in Q4 2025.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.