Sage Financial Group’s SPDR Gold Trust GLD Stock Holding History

Sage Financial Group’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	$401K	Buy	1,090 +77	+8%	+$31.9K	0.02%	90
2026 Q1	$436K	Buy	+1,013	New	+$454K	0.03%	82
2025 Q4	–	Sell	-985	Closed	-$350K	–	108
2025 Q3	$350K	Buy	985 +74	+8%	+$23.6K	0.02%	82
2025 Q2	$278K	Sell	911 -2,423	-73%	-$734K	0.02%	89
2025 Q1	$961K	Buy	3,334 +1,604	+93%	+$424K	0.08%	50
2024 Q4	$419K	Buy	1,730 +116	+7%	+$28.5K	0.03%	75
2024 Q3	$392K	Hold	1,614	–	–	0.03%	80
2024 Q2	$347K	Hold	1,614	–	–	0.03%	81
2024 Q1	$332K	Hold	1,614	–	–	0.03%	83
2023 Q4	$309K	Hold	1,614	–	–	0.03%	85
2023 Q3	$277K	Hold	1,614	–	–	0.03%	88
2023 Q2	$288K	Hold	1,614	–	–	0.03%	84
2023 Q1	$296K	Buy	+1,614	New	+$284K	0.03%	83

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

Sage Financial Group's GLD Position: Q2 2026 in Review

Sage Financial Group increased its SPDR Gold Trust (GLD) stake by 7.6% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,090 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #90.

Sage Financial Group first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $961K in Q1 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sage Financial Group held 1,090 shares of SPDR Gold Trust worth $401K as of Q2 2026.
Sage Financial Group bought 77 SPDR Gold Trust shares in Q2 2026, an estimated $31.9K.
SPDR Gold Trust made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #90 holding.
Sage Financial Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Sage Financial Group's SPDR Gold Trust position peaked at $961K in Q1 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.