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Strategic Financial Concepts’s SPDR Gold Trust GLD Stock Holding History

Strategic Financial Concepts’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 		$829K Sell
2,251
-4,412
-66% -$1.83M 0.25% 90
2026
Q1 		$2.87M Sell
6,663
-477
-7% -$214K 0.71% 37
2025
Q4 		$2.83M Buy
7,140
+3,962
+125% +$1.51M 2.59% 10
2025
Q3 		$1.13M Buy
3,178
+29
+0.9% +$9.24K 0.16% 71
2025
Q2 		$960K Sell
3,149
-6,525
-67% -$1.98M 0.14% 90
2025
Q1 		$2.79M Buy
9,674
+247
+3% +$65.3K 0.52% 49
2024
Q4 		$2.28M Buy
9,427
+6,962
+282% +$1.71M 0.44% 59
2024
Q3 		$599K Sell
2,465
-1,042
-30% -$239K 0.19% 101
2024
Q2 		$754K Sell
3,507
-2,136
-38% -$462K 0.44% 61
2024
Q1 		$1.16M Buy
5,643
+2,298
+69% +$441K 0.28% 81
2023
Q4 		$639K Sell
3,345
-1,790
-35% -$328K 0.38% 71
2023
Q3 		$880K Sell
5,135
-1,103
-18% -$197K 0.3% 82
2023
Q2 		$1.11M Sell
6,238
-333
-5% -$61.2K 0.41% 64
2023
Q1 		$1.2M Buy
+6,571
New +$1.16M 0.49% 58

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

Strategic Financial Concepts's GLD Position: Q2 2026 in Review

Strategic Financial Concepts reduced its SPDR Gold Trust (GLD) stake by 66% in Q2 2026, selling an estimated $1.83M and leaving 2,251 shares worth $829K. The position accounts for 0.25% of the portfolio, ranked #90.

Strategic Financial Concepts first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.87M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Strategic Financial Concepts held 2,251 shares of SPDR Gold Trust worth $829K as of Q2 2026.
  • Strategic Financial Concepts sold 4,412 SPDR Gold Trust shares in Q2 2026, an estimated $1.83M.
  • SPDR Gold Trust made up 0.25% of Strategic Financial Concepts's portfolio in Q2 2026, its #90 holding.
  • Strategic Financial Concepts first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's SPDR Gold Trust position peaked at $2.87M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.