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Sowell Financial Services’s SPDR Gold Trust GLD Stock Holding History

Sowell Financial 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 		$2.49M Sell
6,770
-577
-8% -$239K 0.08% 262
2026
Q1 		$3.16M Sell
7,347
-1,530
-17% -$685K 0.12% 189
2025
Q4 		$3.52M Buy
8,877
+302
+4% +$115K 0.13% 158
2025
Q3 		$3.05M Sell
8,575
-6,649
-44% -$2.12M 0.12% 186
2025
Q2 		$4.64M Sell
15,224
-5,673
-27% -$1.72M 0.19% 112
2025
Q1 		$6.02M Sell
20,897
-5,685
-21% -$1.5M 0.27% 73
2024
Q4 		$6.44M Sell
26,582
-4,491
-14% -$1.1M 0.34% 65
2024
Q3 		$7.55M Buy
31,073
+3,165
+11% +$725K 0.35% 67
2024
Q2 		$6M Buy
27,908
+149
+0.5% +$32.2K 0.29% 79
2024
Q1 		$5.71M Sell
27,759
-2,071
-7% -$397K 0.27% 96
2023
Q4 		$5.7M Sell
29,830
-1,881
-6% -$345K 0.31% 80
2023
Q3 		$5.44M Sell
31,711
-18,295
-37% -$3.27M 0.34% 74
2023
Q2 		$8.91M Buy
50,006
+18,790
+60% +$3.45M 0.5% 40
2023
Q1 		$5.72M Sell
31,216
-59,265
-65% -$10.4M 0.44% 45
2022
Q4 		$15.3M Buy
90,481
+65,309
+259% +$10.5M 0.99% 14
2022
Q3 		$3.89M Sell
25,172
-13,377
-35% -$2.15M 0.39% 69
2022
Q2 		$6.49M Buy
38,549
+12,872
+50% +$2.25M 0.6% 34
2022
Q1 		$4.58M Sell
25,677
-20,644
-45% -$3.62M 0.8% 23
2021
Q4 		$7.92M Buy
46,321
+6,253
+16% +$1.05M 0.45% 47
2021
Q3 		$6.58M Sell
40,068
-9,752
-20% -$1.63M 0.44% 50
2021
Q2 		$8.25M Sell
49,820
-105,823
-68% -$18M 0.55% 38
2021
Q1 		$26.5M Sell
155,643
-15,568
-9% -$2.62M 0.92% 16
2020
Q4 		$30.5M Buy
171,211
+61,408
+56% +$10.8M 1.3% 12
2020
Q3 		$19.4M Sell
109,803
-35,845
-25% -$6.44M 0.97% 17
2020
Q2 		$24.4M Buy
145,648
+57,915
+66% +$9.34M 1.34% 13
2020
Q1 		$13M Sell
87,733
-22,701
-21% -$3.38M 0.96% 16
2019
Q4 		$15.8M Buy
110,434
+26,166
+31% +$3.66M 1.2% 7
2019
Q3 		$11.7M Buy
+84,268
New +$11.7M 0.97% 11
2019
Q1 		$1.45M Sell
11,902
-858
-7% -$106K 0.16% 137
2018
Q4 		$1.55M Buy
12,760
+1,919
+18% +$223K 0.22% 99
2018
Q3 		$1.22M Buy
10,841
+1,178
+12% +$135K 0.18% 103
2018
Q2 		$1.09M Buy
9,663
+486
+5% +$60.2K 0.23% 104
2018
Q1 		$1.14M Sell
9,177
-1,513
-14% -$191K 0.28% 85
2017
Q4 		$1.34M Sell
10,690
-2,082
-16% -$252K 0.33% 74
2017
Q3 		$1.55M Buy
12,772
+881
+7% +$107K 0.4% 60
2017
Q2 		$1.43M Sell
11,891
-240
-2% -$28.7K 0.4% 59
2017
Q1 		$1.45M Buy
12,131
+6,642
+121% +$772K 0.43% 61
2016
Q4 		$645K Buy
+5,489
New +$637K 0.22% 102

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Sowell Financial Services's GLD Position: Q2 2026 in Review

Sowell Financial Services reduced its SPDR Gold Trust (GLD) stake by 7.9% in Q2 2026, selling an estimated $239K and leaving 6,770 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #262.

Sowell Financial Services first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $30.5M in Q4 2020. 1,207 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sowell Financial Services held 6,770 shares of SPDR Gold Trust worth $2.49M as of Q2 2026.
  • Sowell Financial Services sold 577 SPDR Gold Trust shares in Q2 2026, an estimated $239K.
  • SPDR Gold Trust made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #262 holding.
  • Sowell Financial Services first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • Sowell Financial Services's SPDR Gold Trust position peaked at $30.5M in Q4 2020.
  • 1,207 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.