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TFC Financial Management’s SPDR Gold Trust GLD Stock Holding History

TFC Financial Management’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 		$443K Buy
1,202
+961
+399% +$398K 0.05% 96
2026
Q1 		$104K Sell
241
-79
-25% -$35.4K 0.01% 197
2025
Q4 		$127K Buy
320
+145
+83% +$55.4K 0.02% 178
2025
Q3 		$62.2K Sell
175
-215
-55% -$68.5K 0.01% 248
2025
Q2 		$119K Buy
390
+240
+160% +$72.7K 0.02% 180
2025
Q1 		$43.2K Hold
150
– – 0.01% 267
2024
Q4 		$36.3K Sell
150
-100
-40% -$24.6K 0.01% 273
2024
Q3 		$60.8K Hold
250
– – 0.01% 242
2024
Q2 		$53.8K Buy
+250
New +$54.1K 0.01% 230
2021
Q2 		– Sell
-164
Closed -$26K – 587
2021
Q1 		$26K Hold
164
– – 0.01% 230
2020
Q4 		$29K Hold
164
– – 0.01% 226
2020
Q3 		$29K Buy
+164
New +$29.5K 0.01% 208

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

TFC Financial Management's GLD Position: Q2 2026 in Review

TFC Financial Management increased its SPDR Gold Trust (GLD) stake by 399% in Q2 2026, buying an estimated $398K and bringing the position to 1,202 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #96.

TFC Financial Management first reported a position in GLD in Q3 2020 and has held it in 12 quarters since. 1,157 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • TFC Financial Management held 1,202 shares of SPDR Gold Trust worth $443K as of Q2 2026.
  • TFC Financial Management bought 961 SPDR Gold Trust shares in Q2 2026, an estimated $398K.
  • SPDR Gold Trust made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #96 holding.
  • TFC Financial Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 12 quarters since.
  • 1,157 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.