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

Symphony 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 		$347K Sell
943
-22
-2% -$9.11K 0.16% 70
2026
Q1 		$415K Buy
965
+22
+2% +$9.85K 0.21% 60
2025
Q4 		$374K Sell
943
-84
-8% -$32.1K 0.19% 64
2025
Q3 		$365K Buy
1,027
+127
+14% +$40.5K 0.2% 60
2025
Q2 		$274K Sell
900
-10
-1% -$3.03K 0.16% 66
2025
Q1 		$262K Sell
910
-9
-1% -$2.38K 0.17% 64
2024
Q4 		$223K Hold
919
– – 0.18% 72
2024
Q3 		$223K Buy
+919
New +$210K 0.19% 71

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

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

Symphony Financial Services reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $9.11K and leaving 943 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #70.

Symphony Financial Services first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $415K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Symphony Financial Services held 943 shares of SPDR Gold Trust worth $347K as of Q2 2026.
  • Symphony Financial Services sold 22 SPDR Gold Trust shares in Q2 2026, an estimated $9.11K.
  • SPDR Gold Trust made up 0.16% of Symphony Financial Services's portfolio in Q2 2026, its #70 holding.
  • Symphony Financial Services first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Symphony Financial Services's SPDR Gold Trust position peaked at $415K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.