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Slagle Financial’s SPDR Gold Trust GLD Stock Holding History

Slagle Financial’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 		$256K Sell
696
-229
-25% -$94.9K 0.08% 112
2026
Q1 		$398K Buy
925
+31
+3% +$13.9K 0.13% 87
2025
Q4 		$354K Sell
894
-136
-13% -$51.9K 0.12% 90
2025
Q3 		$366K Sell
1,030
-114
-10% -$36.3K 0.13% 87
2025
Q2 		$349K Buy
1,144
+191
+20% +$57.8K 0.14% 86
2025
Q1 		$275K Sell
953
-268
-22% -$70.9K 0.12% 85
2024
Q4 		$296K Sell
1,221
-26
-2% -$6.39K 0.13% 83
2024
Q3 		$303K Hold
1,247
– – 0.13% 87
2024
Q2 		$268K Hold
1,247
– – 0.14% 92
2024
Q1 		$257K Sell
1,247
-1,309
-51% -$251K 0.14% 92
2023
Q4 		$244K Buy
2,556
+1,275
+100% +$234K 0.14% 100
2023
Q3 		$220K Sell
1,281
-42
-3% -$7.51K 0.13% 109
2023
Q2 		$236K Buy
+1,323
New +$243K 0.15% 108

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Slagle Financial's GLD Position: Q2 2026 in Review

Slagle Financial reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2026, selling an estimated $94.9K and leaving 696 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #112.

Slagle Financial first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $398K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Slagle Financial held 696 shares of SPDR Gold Trust worth $256K as of Q2 2026.
  • Slagle Financial sold 229 SPDR Gold Trust shares in Q2 2026, an estimated $94.9K.
  • SPDR Gold Trust made up 0.08% of Slagle Financial's portfolio in Q2 2026, its #112 holding.
  • Slagle Financial first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's SPDR Gold Trust position peaked at $398K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.