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Southland Equity Partners’s SPDR Gold Trust GLD Stock Holding History

Southland Equity Partners’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 		$881K Hold
2,391
– – 0.15% 109
2026
Q1 		$1.03M Sell
2,391
-17
-0.7% -$7.61K 0.2% 89
2025
Q4 		$954K Sell
2,408
-3,621
-60% -$1.38M 0.19% 96
2025
Q3 		$2.14M Hold
6,029
– – 0.43% 55
2025
Q2 		$1.84M Buy
6,029
+3,630
+151% +$1.1M 0.4% 53
2025
Q1 		$691K Buy
2,399
+18
+0.8% +$4.76K 0.16% 98
2024
Q4 		$577K Sell
2,381
-55
-2% -$13.5K 0.13% 111
2024
Q3 		$592K Sell
2,436
-10
-0.4% -$2.29K 0.14% 104
2024
Q2 		$526K Sell
2,446
-172
-7% -$37.2K 0.15% 90
2024
Q1 		$539K Sell
2,618
-30
-1% -$5.76K 0.15% 93
2023
Q4 		$506K Sell
2,648
-40
-1% -$7.33K 0.16% 90
2023
Q3 		$461K Sell
2,688
-12
-0.4% -$2.15K 0.16% 88
2023
Q2 		$481K Buy
2,700
+43
+2% +$7.9K 0.16% 86
2023
Q1 		$487K Buy
2,657
+165
+7% +$29K 0.19% 88
2022
Q4 		$423K Sell
2,492
-435
-15% -$70.1K 0.16% 90
2022
Q3 		$453K Hold
2,927
– – 0.22% 80
2022
Q2 		$493K Buy
2,927
+1,055
+56% +$184K 0.23% 81
2022
Q1 		$338K Sell
1,872
-25
-1% -$4.39K 0.14% 109
2021
Q4 		$324K Sell
1,897
-173
-8% -$29K 0.13% 116
2021
Q3 		$340K Buy
2,070
+17
+0.8% +$2.85K 0.16% 102
2021
Q2 		$340K Buy
2,053
+139
+7% +$23.6K 0.16% 98
2021
Q1 		$306K Hold
1,914
– – 0.17% 103
2020
Q4 		$341K Buy
+1,914
New +$337K 0.23% 80

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Southland Equity Partners's GLD Position: Q2 2026 in Review

Southland Equity Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,391 shares worth $881K. The position accounts for 0.15% of the portfolio, ranked #109.

Southland Equity Partners first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q3 2025. 734 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Southland Equity Partners held 2,391 shares of SPDR Gold Trust worth $881K as of Q2 2026.
  • Southland Equity Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.15% of Southland Equity Partners's portfolio in Q2 2026, its #109 holding.
  • Southland Equity Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's SPDR Gold Trust position peaked at $2.14M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.