Sound Financial Strategies Group’s SPDR Gold Trust GLD Stock Holding History

Sound Financial Strategies Group’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	$285K	Sell	773 -111	-13%	-$46K	0.18%	96
2026 Q1	$380K	Sell	884 -536	-38%	-$240K	0.26%	59
2025 Q4	$563K	Hold	1,420	–	–	0.4%	81
2025 Q3	$505K	Hold	1,420	–	–	0.37%	90
2025 Q2	$433K	Sell	1,420 -8	-0.6%	-$2.42K	0.37%	85
2025 Q1	$411K	Buy	1,428 +8	+0.6%	+$2.12K	0.37%	86
2024 Q4	$344K	Hold	1,420	–	–	0.29%	77
2024 Q3	$345K	Hold	1,420	–	–	0.28%	75
2024 Q2	$305K	Buy	1,420 +231	+19%	+$50K	0.27%	75
2024 Q1	$245K	Hold	1,189	–	–	0.2%	60
2023 Q4	$227K	Hold	1,189	–	–	0.19%	60
2023 Q3	$204K	Hold	1,189	–	–	0.17%	62
2023 Q2	$212K	Hold	1,189	–	–	0.15%	58
2023 Q1	$218K	Buy	+1,189	New	+$209K	0.15%	43

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

Sound Financial Strategies Group's GLD Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, selling an estimated $46K and leaving 773 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #96.

Sound Financial Strategies Group first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $563K in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sound Financial Strategies Group held 773 shares of SPDR Gold Trust worth $285K as of Q2 2026.
Sound Financial Strategies Group sold 111 SPDR Gold Trust shares in Q2 2026, an estimated $46K.
SPDR Gold Trust made up 0.18% of Sound Financial Strategies Group's portfolio in Q2 2026, its #96 holding.
Sound Financial Strategies Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
Sound Financial Strategies Group's SPDR Gold Trust position peaked at $563K in Q4 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.