Souders Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Souders Financial 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	$253K	Buy	+688	New	+$285K	0.03%	205
2026 Q1	–	Sell	-924	Closed	-$366K	–	223
2025 Q4	$366K	Hold	924	–	–	0.04%	164
2025 Q3	$328K	Sell	924 -7	-0.8%	-$2.23K	0.04%	170
2025 Q2	$284K	Hold	931	–	–	0.04%	170
2025 Q1	$268K	Hold	931	–	–	0.04%	158
2024 Q4	$225K	Hold	931	–	–	0.03%	168
2024 Q3	$226K	Hold	931	–	–	0.03%	165
2024 Q2	$200K	Buy	+931	New	+$201K	0.03%	163
2022 Q2	–	Sell	-1,148	Closed	-$207K	–	142
2022 Q1	$207K	Buy	+1,148	New	+$201K	0.06%	138
2021 Q3	–	Sell	-1,451	Closed	-$240K	–	138
2021 Q2	$240K	Buy	+1,451	New	+$247K	0.08%	122

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Souders Financial Advisors's GLD Position: Q2 2026 in Review

Souders Financial Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 688 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Souders Financial Advisors previously reported a position in GLD as recently as Q4 2025.

Souders Financial Advisors first reported a position in GLD in Q2 2021 and has held it in 10 quarters since. The position peaked at $366K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Souders Financial Advisors held 688 shares of SPDR Gold Trust worth $253K as of Q2 2026.
SPDR Gold Trust was a new Souders Financial Advisors position in Q2 2026.
SPDR Gold Trust made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #205 holding.
Souders Financial Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 10 quarters since.
Souders Financial Advisors's SPDR Gold Trust position peaked at $366K in Q4 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.