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Secured Retirement Advisors’s SPDR Gold Trust GLD Stock Holding History

Secured Retirement 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 		– Sell
-495
Closed -$213K – 143
2026
Q1 		$213K Sell
495
-107
-18% -$47.9K 0.12% 128
2025
Q4 		$239K Sell
602
-178
-23% -$68K 0.13% 118
2025
Q3 		$277K Sell
780
-70
-8% -$22.3K 0.15% 111
2025
Q2 		$259K Sell
850
-308
-27% -$93.3K 0.15% 103
2025
Q1 		$334K Sell
1,158
-1,512
-57% -$400K 0.22% 101
2024
Q4 		$646K Sell
2,670
-450
-14% -$111K 0.37% 100
2024
Q3 		$758K Sell
3,120
-205
-6% -$46.9K 0.55% 63
2024
Q2 		$715K Sell
3,325
-486
-13% -$105K 0.56% 59
2024
Q1 		$784K Sell
3,811
-744
-16% -$143K 0.66% 58
2023
Q4 		$871K Buy
+4,555
New +$835K 0.84% 48

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
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Secured Retirement Advisors's GLD Position: Q2 2026 in Review

Secured Retirement Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 495 shares — an estimated $213K sold.

Secured Retirement Advisors first reported a position in GLD in Q4 2023 and held it in 10 quarters. The position peaked at $871K in Q4 2023. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Secured Retirement Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 495 SPDR Gold Trust shares in Q2 2026, an estimated $213K.
  • Secured Retirement Advisors first reported a position in SPDR Gold Trust in Q4 2023 and held it in 10 quarters.
  • Secured Retirement Advisors's SPDR Gold Trust position peaked at $871K in Q4 2023.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.