SA
GLD icon

Sincerus Advisory’s SPDR Gold Trust GLD Stock Holding History

Sincerus Advisory’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 		$2.51M Sell
6,807
-232
-3% -$96.1K 1.7% 18
2026
Q1 		$3.03M Sell
7,039
-58
-0.8% -$26K 2.3% 12
2025
Q4 		$2.81M Sell
7,097
-90
-1% -$34.4K 2.26% 12
2025
Q3 		$2.55M Buy
7,187
+352
+5% +$112K 2.19% 12
2025
Q2 		$2.1M Buy
6,835
+35
+0.5% +$10.6K 1.97% 13
2025
Q1 		$1.96M Sell
6,800
-151
-2% -$39.9K 2.07% 15
2024
Q4 		$1.68M Buy
+6,951
New +$1.71M 1.81% 14

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Sincerus Advisory's GLD Position: Q2 2026 in Review

Sincerus Advisory reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, selling an estimated $96.1K and leaving 6,807 shares worth $2.51M. The position accounts for 1.7% of the portfolio, ranked #18.

Sincerus Advisory first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sincerus Advisory held 6,807 shares of SPDR Gold Trust worth $2.51M as of Q2 2026.
  • Sincerus Advisory sold 232 SPDR Gold Trust shares in Q2 2026, an estimated $96.1K.
  • SPDR Gold Trust made up 1.7% of Sincerus Advisory's portfolio in Q2 2026, its #18 holding.
  • Sincerus Advisory first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Sincerus Advisory's SPDR Gold Trust position peaked at $3.03M in Q1 2026.
  • 814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.