SFC
GLD icon

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

Swisher 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 		$475K Sell
1,289
-1,454
-53% -$602K 0.3% 39
2026
Q1 		$1.18M Sell
2,743
-65
-2% -$29.1K 0.66% 26
2025
Q4 		$1.11M Buy
2,808
+2
+0.1% +$764 0.63% 26
2025
Q3 		$997K Buy
2,806
+36
+1% +$11.5K 0.6% 24
2025
Q2 		$844K Sell
2,770
-145
-5% -$43.9K 0.55% 31
2025
Q1 		$840K Buy
2,915
+363
+14% +$96K 0.69% 25
2024
Q4 		$618K Buy
2,552
+32
+1% +$7.86K 0.73% 27
2024
Q3 		$617K Buy
2,520
+110
+5% +$25.2K 0.39% 43
2024
Q2 		$519K Sell
2,410
-22
-0.9% -$4.76K 0.53% 34
2024
Q1 		$527K Hold
2,432
– – 0.46% 35
2023
Q4 		$457K Buy
+2,432
New +$446K 0.44% 38

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

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

Swisher Financial Concepts reduced its SPDR Gold Trust (GLD) stake by 53% in Q2 2026, selling an estimated $602K and leaving 1,289 shares worth $475K. The position accounts for 0.3% of the portfolio, ranked #39.

Swisher Financial Concepts first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Swisher Financial Concepts held 1,289 shares of SPDR Gold Trust worth $475K as of Q2 2026.
  • Swisher Financial Concepts sold 1,454 SPDR Gold Trust shares in Q2 2026, an estimated $602K.
  • SPDR Gold Trust made up 0.3% of Swisher Financial Concepts's portfolio in Q2 2026, its #39 holding.
  • Swisher Financial Concepts first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's SPDR Gold Trust position peaked at $1.18M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.