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Roxbury Financial’s SPDR Gold Trust GLD Stock Holding History

Roxbury Financial’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 		$159K Buy
432
+50
+13% +$20.7K 0.13% 116
2026
Q1 		$164K Buy
382
+86
+29% +$38.5K 0.15% 106
2025
Q4 		$117K Buy
296
+120
+68% +$45.8K 0.11% 122
2025
Q3 		$62.6K Buy
176
+18
+11% +$5.74K 0.06% 161
2025
Q2 		$48.2K Buy
158
+31
+24% +$9.39K 0.05% 176
2025
Q1 		$33.4K Hold
127
– – 0.03% 196
2024
Q4 		$31.2K Buy
+127
New +$31.2K 0.03% 206

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Roxbury Financial's GLD Position: Q2 2026 in Review

Roxbury Financial increased its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, buying an estimated $20.7K and bringing the position to 432 shares worth $159K. The position accounts for 0.13% of the portfolio, ranked #116.

Roxbury Financial first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Roxbury Financial held 432 shares of SPDR Gold Trust worth $159K as of Q2 2026.
  • Roxbury Financial bought 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
  • SPDR Gold Trust made up 0.13% of Roxbury Financial's portfolio in Q2 2026, its #116 holding.
  • Roxbury Financial first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's SPDR Gold Trust position peaked at $164K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.