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Second Half Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Second Half Financial Partners’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
2025
Q3 		– Sell
-793
Closed -$242K – 99
2025
Q2 		$242K Sell
793
-8
-1% -$2.42K 0.11% 77
2025
Q1 		$231K Sell
801
-62
-7% -$16.4K 0.11% 74
2024
Q4 		$209K Sell
863
-158
-15% -$38.8K 0.1% 88
2024
Q3 		$248K Buy
+1,021
New +$234K 0.13% 82
2023
Q3 		– Sell
-10,487
Closed -$1.87M – 74
2023
Q2 		$1.87M Buy
+10,487
New +$1.93M 0.43% 70

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Second Half Financial Partners's GLD Position: Q3 2025 in Review

Second Half Financial Partners sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 793 shares — an estimated $242K sold.

Second Half Financial Partners first reported a position in GLD in Q2 2023 and held it in 5 quarters. The position peaked at $1.87M in Q2 2023. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Second Half Financial Partners reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 793 SPDR Gold Trust shares in Q3 2025, an estimated $242K.
  • Second Half Financial Partners first reported a position in SPDR Gold Trust in Q2 2023 and held it in 5 quarters.
  • Second Half Financial Partners's SPDR Gold Trust position peaked at $1.87M in Q2 2023.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Second Half Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.