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

Seamount 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 		$2.49M Sell
6,746
-255
-4% -$106K 1% 31
2026
Q1 		$3.01M Sell
7,001
-2,783
-28% -$1.25M 1.36% 24
2025
Q4 		$3.88M Sell
9,784
-277
-3% -$106K 1.76% 13
2025
Q3 		$3.58M Sell
10,061
-207
-2% -$66K 1.69% 16
2025
Q2 		$3.13M Buy
10,268
+242
+2% +$73.3K 1.61% 17
2025
Q1 		$2.89M Buy
10,026
+64
+0.6% +$16.9K 1.97% 14
2024
Q4 		$2.41M Sell
9,962
-442
-4% -$109K 1.67% 18
2024
Q3 		$2.53M Sell
10,404
-95
-0.9% -$21.8K 1.9% 16
2024
Q2 		$2.26M Buy
10,499
+128
+1% +$27.7K 1.84% 17
2024
Q1 		$2.13M Sell
10,371
-25
-0.2% -$4.8K 1.87% 18
2023
Q4 		$1.99M Buy
+10,396
New +$1.91M 1.9% 17

Other funds holding GLD

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Seamount Financial Group reduced its SPDR Gold Trust (GLD) stake by 3.6% in Q2 2026, selling an estimated $106K and leaving 6,746 shares worth $2.49M. The position accounts for 1% of the portfolio, ranked #31.

Seamount Financial Group first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.88M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Seamount Financial Group held 6,746 shares of SPDR Gold Trust worth $2.49M as of Q2 2026.
  • Seamount Financial Group sold 255 SPDR Gold Trust shares in Q2 2026, an estimated $106K.
  • SPDR Gold Trust made up 1% of Seamount Financial Group's portfolio in Q2 2026, its #31 holding.
  • Seamount Financial Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's SPDR Gold Trust position peaked at $3.88M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.