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Sandy Cove Advisors’s SPDR Gold Trust GLD Stock Holding History

Sandy Cove 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 		$627K Sell
1,703
-130
-7% -$53.9K 0.16% 77
2026
Q1 		$789K Hold
1,833
– – 0.24% 60
2025
Q4 		$726K Hold
1,833
– – 0.22% 63
2025
Q3 		$652K Buy
1,833
+500
+38% +$159K 0.21% 68
2025
Q2 		$406K Buy
1,333
+45
+3% +$13.6K 0.15% 83
2025
Q1 		$371K Hold
1,288
– – 0.15% 84
2024
Q4 		$312K Hold
1,288
– – 0.12% 96
2024
Q3 		$313K Buy
1,288
+65
+5% +$14.9K 0.13% 94
2024
Q2 		$263K Sell
1,223
-700
-36% -$151K 0.12% 100
2024
Q1 		$396K Buy
1,923
+700
+57% +$134K 0.18% 79
2023
Q4 		$234K Sell
1,223
-1,196
-49% -$219K 0.12% 111
2023
Q3 		$415K Hold
2,419
– – 0.24% 69
2023
Q2 		$431K Hold
2,419
– – 0.25% 70
2023
Q1 		$443K Sell
2,419
-130
-5% -$22.9K 0.32% 52
2022
Q4 		$432K Sell
2,549
-50
-2% -$8.05K 0.35% 44
2022
Q3 		$402K Sell
2,599
-968
-27% -$156K 0.36% 45
2022
Q2 		$601K Hold
3,567
– – 0.55% 35
2022
Q1 		$644K Sell
3,567
-30
-0.8% -$5.26K 0.54% 33
2021
Q4 		$615K Buy
+3,597
New +$604K 0.52% 34

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sandy Cove Advisors's GLD Position: Q2 2026 in Review

Sandy Cove Advisors reduced its SPDR Gold Trust (GLD) stake by 7.1% in Q2 2026, selling an estimated $53.9K and leaving 1,703 shares worth $627K. The position accounts for 0.16% of the portfolio, ranked #77.

Sandy Cove Advisors first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $789K in Q1 2026. 753 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sandy Cove Advisors held 1,703 shares of SPDR Gold Trust worth $627K as of Q2 2026.
  • Sandy Cove Advisors sold 130 SPDR Gold Trust shares in Q2 2026, an estimated $53.9K.
  • SPDR Gold Trust made up 0.16% of Sandy Cove Advisors's portfolio in Q2 2026, its #77 holding.
  • Sandy Cove Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's SPDR Gold Trust position peaked at $789K in Q1 2026.
  • 753 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.