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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.