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Sovereign Financial Group’s SPDR Gold Trust GLD Stock Holding History

Sovereign Financial 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 		$2.54M Buy
6,885
+27
+0.4% +$11.2K 0.39% 40
2026
Q1 		$2.95M Buy
6,858
+400
+6% +$179K 0.51% 32
2025
Q4 		$2.56M Sell
6,458
-55
-0.8% -$21K 0.44% 37
2025
Q3 		$2.32M Buy
6,513
+57
+0.9% +$18.2K 0.43% 37
2025
Q2 		$1.97M Sell
6,456
-15
-0.2% -$4.54K 0.41% 43
2025
Q1 		$1.86M Sell
6,471
-9
-0.1% -$2.38K 0.43% 44
2024
Q4 		$1.57M Sell
6,480
-380
-6% -$93.4K 0.36% 54
2024
Q3 		$1.67M Buy
6,860
+114
+2% +$26.1K 0.39% 48
2024
Q2 		$1.45M Sell
6,746
-15
-0.2% -$3.24K 0.36% 52
2024
Q1 		$1.39M Buy
6,761
+684
+11% +$131K 0.37% 53
2023
Q4 		$1.16M Sell
6,077
-437
-7% -$80.1K 0.35% 57
2023
Q3 		$1.12M Sell
6,514
-1,362
-17% -$244K 0.4% 53
2023
Q2 		$1.4M Buy
7,876
+2,307
+41% +$424K 0.46% 50
2023
Q1 		$1.02M Buy
5,569
+236
+4% +$41.5K 0.38% 68
2022
Q4 		$905K Buy
5,333
+220
+4% +$35.4K 0.36% 76
2022
Q3 		$791K Buy
5,113
+485
+10% +$78K 0.32% 76
2022
Q2 		$780K Sell
4,628
-48
-1% -$8.38K 0.31% 82
2022
Q1 		$845K Buy
4,676
+543
+13% +$95.3K 0.31% 81
2021
Q4 		$707K Sell
4,133
-110
-3% -$18.5K 0.28% 94
2021
Q3 		$697K Sell
4,243
-25
-0.6% -$4.18K 0.4% 59
2021
Q2 		$683K Hold
4,268
– – 0.41% 56
2021
Q1 		$683K Buy
4,268
+270
+7% +$45.4K 0.43% 54
2020
Q4 		$713K Buy
+3,998
New +$704K 0.51% 48

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sovereign Financial Group's GLD Position: Q2 2026 in Review

Sovereign Financial Group increased its SPDR Gold Trust (GLD) stake by 0.39% in Q2 2026, buying an estimated $11.2K and bringing the position to 6,885 shares worth $2.54M. The position accounts for 0.39% of the portfolio, ranked #40.

Sovereign Financial Group first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.95M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sovereign Financial Group held 6,885 shares of SPDR Gold Trust worth $2.54M as of Q2 2026.
  • Sovereign Financial Group bought 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.39% of Sovereign Financial Group's portfolio in Q2 2026, its #40 holding.
  • Sovereign Financial Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's SPDR Gold Trust position peaked at $2.95M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.