SS&H Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

SS&H 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	$4.81M	Buy	+13,049	New	+$5.41M	1.23%	20
2025 Q4	$5.57M	Hold	14,049	–	–	1.62%	16
2025 Q3	$4.99M	Hold	14,049	–	–	1.52%	15
2025 Q2	$4.28M	Buy	14,049 +3,200	+29%	+$969K	1.43%	15
2025 Q1	$3.13M	Hold	10,849	–	–	1.17%	22
2024 Q4	$2.63M	Buy	10,849 +200	+2%	+$49.1K	0.96%	27
2024 Q3	$2.59M	Hold	10,649	–	–	0.94%	30
2024 Q2	$2.29M	Buy	10,649 +250	+2%	+$54.1K	0.89%	32
2024 Q1	$2.14M	Hold	10,399	–	–	0.89%	33
2023 Q4	$1.99M	Hold	10,399	–	–	0.84%	34
2023 Q3	$1.78M	Buy	+10,399	New	+$1.86M	0.83%	36
2023 Q1	$2.03M	Buy	11,069 +200	+2%	+$35.2K	0.93%	30
2022 Q4	$1.84M	Buy	10,869 +200	+2%	+$32.2K	0.88%	34
2022 Q3	$1.65M	Hold	10,669	–	–	0.85%	32
2022 Q2	$1.8M	Sell	10,669 -250	-2%	-$43.7K	0.83%	34
2022 Q1	$1.97M	Buy	+10,919	New	+$1.92M	0.77%	39

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

SS&H Financial Advisors's GLD Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 13,049 shares worth $4.81M. The stake represents 1.23% of the portfolio and ranks #20 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in GLD as recently as Q4 2025.

SS&H Financial Advisors first reported a position in GLD in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.57M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

SS&H Financial Advisors held 13,049 shares of SPDR Gold Trust worth $4.81M as of Q2 2026.
SPDR Gold Trust was a new SS&H Financial Advisors position in Q2 2026.
SPDR Gold Trust made up 1.23% of SS&H Financial Advisors's portfolio in Q2 2026, its #20 holding.
SS&H Financial Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's SPDR Gold Trust position peaked at $5.57M in Q4 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.