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Team Financial Group’s SPDR Gold Trust GLD Stock Holding History

Team Financial Group’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 		$311K Buy
845
+619
+274% +$256K 0.13% 40
2026
Q1 		$97.2K Buy
226
+85
+60% +$38.1K 0.04% 78
2025
Q4 		$55.9K Buy
141
+100
+244% +$38.2K 0.03% 98
2025
Q3 		$14.6K Hold
41
– – 0.01% 164
2025
Q2 		$12.5K Buy
+41
New +$12.4K 0.01% 162
2024
Q1 		– Sell
-226
Closed -$43.2K – 99
2023
Q4 		$43.2K Hold
226
– – 0.03% 72
2023
Q3 		$38.7K Buy
+226
New +$40.4K 0.03% 73

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

Team Financial Group's GLD Position: Q2 2026 in Review

Team Financial Group increased its SPDR Gold Trust (GLD) stake by 274% in Q2 2026, buying an estimated $256K and bringing the position to 845 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #40.

Team Financial Group first reported a position in GLD in Q3 2023 and has held it in 7 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Team Financial Group held 845 shares of SPDR Gold Trust worth $311K as of Q2 2026.
  • Team Financial Group bought 619 SPDR Gold Trust shares in Q2 2026, an estimated $256K.
  • SPDR Gold Trust made up 0.13% of Team Financial Group's portfolio in Q2 2026, its #40 holding.
  • Team Financial Group first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 7 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.