Teamwork Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Teamwork Financial Advisors’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	$526K	Buy	1,427 +128	+10%	+$53K	0.05%	125
2026 Q1	$559K	Buy	1,299 +383	+42%	+$172K	0.06%	127
2025 Q4	$363K	Sell	916 -280	-23%	-$107K	0.04%	160
2025 Q3	$425K	Sell	1,196 -49,135	-98%	-$15.7M	0.04%	148
2025 Q2	$15.3M	Sell	50,331 -17,113	-25%	-$5.18M	1.78%	21
2025 Q1	$19.4M	Buy	+67,444	New	+$17.8M	2.59%	10
2023 Q4	–	Sell	-2,360	Closed	-$405K	–	197
2023 Q3	$405K	Buy	2,360 +1,063	+82%	+$190K	0.07%	140
2023 Q2	$231K	Buy	+1,297	New	+$238K	0.04%	179
2021 Q1	–	Sell	-1,259	Closed	-$225K	–	236
2020 Q4	$225K	Sell	1,259 -1,654	-57%	-$291K	0.05%	189
2020 Q3	$516K	Buy	+2,913	New	+$523K	0.16%	116

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Teamwork Financial Advisors's GLD Position: Q2 2026 in Review

Teamwork Financial Advisors increased its SPDR Gold Trust (GLD) stake by 9.9% in Q2 2026, buying an estimated $53K and bringing the position to 1,427 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #125.

Teamwork Financial Advisors first reported a position in GLD in Q3 2020 and has held it in 10 quarters since. The position peaked at $19.4M in Q1 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Teamwork Financial Advisors held 1,427 shares of SPDR Gold Trust worth $526K as of Q2 2026.
Teamwork Financial Advisors bought 128 SPDR Gold Trust shares in Q2 2026, an estimated $53K.
SPDR Gold Trust made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #125 holding.
Teamwork Financial Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 10 quarters since.
Teamwork Financial Advisors's SPDR Gold Trust position peaked at $19.4M in Q1 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.