SP
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Successful Portfolios’s SPDR Gold Trust GLD Stock Holding History

Successful Portfolios’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 		$934K Buy
2,475
+81
+3% +$33.6K 0.44% 52
2026
Q1 		$1.02M Buy
2,394
+100
+4% +$44.8K 0.56% 47
2025
Q4 		$951K Buy
2,294
+270
+13% +$103K 0.48% 51
2025
Q3 		$719K Buy
2,024
+340
+20% +$108K 0.42% 54
2025
Q2 		$513K Buy
1,684
+50
+3% +$15.1K 0.32% 65
2025
Q1 		$471K Buy
1,634
+197
+14% +$52.1K 0.32% 67
2024
Q4 		$348K Hold
1,437
– – 0.23% 88
2024
Q3 		$349K Buy
1,437
+110
+8% +$25.2K 0.24% 90
2024
Q2 		$285K Hold
1,327
– – 0.2% 105
2024
Q1 		$273K Sell
1,327
-120
-8% -$23K 0.19% 115
2023
Q4 		$277K Buy
1,447
+200
+16% +$36.7K 0.21% 117
2023
Q3 		$214K Sell
1,247
-20
-2% -$3.58K 0.19% 123
2023
Q2 		$226K Sell
1,267
-42
-3% -$7.72K 0.19% 127
2023
Q1 		$240K Sell
1,309
-94
-7% -$16.5K 0.15% 158
2022
Q4 		$238K Hold
1,403
– – 0.16% 156
2022
Q3 		$217K Sell
1,403
-20
-1% -$3.22K 0.16% 156
2022
Q2 		$240K Buy
1,423
+260
+22% +$45.4K 0.16% 152
2022
Q1 		$210K Sell
1,163
-50
-4% -$8.77K 0.12% 191
2021
Q4 		$207K Sell
1,213
-82
-6% -$13.8K 0.11% 201
2021
Q3 		$213K Sell
1,295
-4
-0.3% -$670 0.13% 184
2021
Q2 		$215K Sell
1,299
-80
-6% -$13.6K 0.13% 185
2021
Q1 		$221K Sell
1,379
-100
-7% -$16.8K 0.15% 173
2020
Q4 		$264K Sell
1,479
-250
-14% -$44K 0.19% 138
2020
Q3 		$306K Buy
+1,729
New +$311K 0.24% 109

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Successful Portfolios's GLD Position: Q2 2026 in Review

Successful Portfolios increased its SPDR Gold Trust (GLD) stake by 3.4% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,475 shares worth $934K. The position accounts for 0.44% of the portfolio, ranked #52.

Successful Portfolios first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2026. 1,330 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Successful Portfolios held 2,475 shares of SPDR Gold Trust worth $934K as of Q2 2026.
  • Successful Portfolios bought 81 SPDR Gold Trust shares in Q2 2026, an estimated $33.6K.
  • SPDR Gold Trust made up 0.44% of Successful Portfolios's portfolio in Q2 2026, its #52 holding.
  • Successful Portfolios first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Successful Portfolios's SPDR Gold Trust position peaked at $1.02M in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.