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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 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. 554 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.
554 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.