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

SageGuard 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	$9.51M	Sell	25,826 -10,159	-28%	-$4.21M	1.34%	18
2026 Q1	$15.5M	Sell	35,985 -14,655	-29%	-$6.56M	2.4%	9
2025 Q4	$20.1M	Buy	+50,640	New	+$19.3M	3.19%	7
2021 Q3	–	Sell	-7,981	Closed	-$1.32M	–	60
2021 Q2	$1.32M	Sell	7,981 -799	-9%	-$136K	0.6%	45
2021 Q1	$1.4M	Buy	8,780 +2,964	+51%	+$498K	0.65%	42
2020 Q4	$1.03M	Buy	+5,816	New	+$1.02M	0.5%	53

Other funds holding GLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

SageGuard Financial Group reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $4.21M and leaving 25,826 shares worth $9.51M. The position accounts for 1.34% of the portfolio, ranked #18.

SageGuard Financial Group first reported a position in GLD in Q4 2020 and has held it in 6 quarters since. The position peaked at $20.1M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SageGuard Financial Group held 25,826 shares of SPDR Gold Trust worth $9.51M as of Q2 2026.
SageGuard Financial Group sold 10,159 SPDR Gold Trust shares in Q2 2026, an estimated $4.21M.
SPDR Gold Trust made up 1.34% of SageGuard Financial Group's portfolio in Q2 2026, its #18 holding.
SageGuard Financial Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's SPDR Gold Trust position peaked at $20.1M in Q4 2025.
2,020 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.