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SMI Advisory Services’s SPDR Gold Trust GLD Stock Holding History

SMI Advisory Services’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 		$1.12M Sell
2,939
-113,066
-97% -$46.8M 0.18% 27
2026
Q1 		$49.6M Sell
116,005
-5,374
-4% -$2.41M 8.17% 4
2025
Q4 		$51.2M Sell
121,379
-5,937
-5% -$2.27M 8.83% 4
2025
Q3 		$45.5M Sell
127,316
-7,128
-5% -$2.27M 8.61% 3
2025
Q2 		$41.4M Sell
134,444
-4,527
-3% -$1.37M 8.01% 3
2025
Q1 		$38M Buy
138,971
+91,629
+194% +$24.2M 8.6% 4
2024
Q4 		$11.6M Sell
47,342
-20,392
-30% -$5.01M 2.68% 9
2024
Q3 		$16.6M Buy
67,734
+1,841
+3% +$422K 3.67% 7
2024
Q2 		$14.4M Buy
65,893
+21,784
+49% +$4.71M 3.56% 9
2024
Q1 		$9.6M Buy
44,109
+41,481
+1,578% +$7.96M 2.69% 11
2023
Q4 		$494K Sell
2,628
-43
-2% -$7.88K 0.12% 33
2023
Q3 		$479K Buy
+2,671
New +$478K 0.18% 32
2023
Q1 		$244K Buy
1,436
+115
+9% +$20.2K 0.08% 38
2022
Q4 		$204K Buy
+1,321
New +$213K 0.07% 39
2022
Q3 		– Sell
-1,577
Closed -$266K – 38
2022
Q2 		$266K Sell
1,577
-611
-28% -$107K 0.09% 32
2022
Q1 		$395K Buy
2,188
+832
+61% +$146K 0.14% 28
2021
Q4 		$232K Buy
+1,356
New +$228K 0.09% 32

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
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SMI Advisory Services's GLD Position: Q2 2026 in Review

SMI Advisory Services reduced its SPDR Gold Trust (GLD) stake by 97% in Q2 2026, selling an estimated $46.8M and leaving 2,939 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #27.

SMI Advisory Services first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $51.2M in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SMI Advisory Services held 2,939 shares of SPDR Gold Trust worth $1.12M as of Q2 2026.
  • SMI Advisory Services sold 113,066 SPDR Gold Trust shares in Q2 2026, an estimated $46.8M.
  • SPDR Gold Trust made up 0.18% of SMI Advisory Services's portfolio in Q2 2026, its #27 holding.
  • SMI Advisory Services first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • SMI Advisory Services's SPDR Gold Trust position peaked at $51.2M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.