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

Tobias 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 		$798K Hold
2,165
– – 0.1% 78
2026
Q1 		$932K Sell
2,165
-162
-7% -$72.6K 0.13% 72
2025
Q4 		$922K Buy
2,327
+518
+29% +$198K 0.13% 75
2025
Q3 		$643K Buy
1,809
+18
+1% +$5.74K 0.1% 81
2025
Q2 		$546K Sell
1,791
-109
-6% -$33K 0.09% 82
2025
Q1 		$547K Sell
1,900
-233
-11% -$61.6K 0.11% 69
2024
Q4 		$516K Hold
2,133
– – 0.1% 71
2024
Q3 		$518K Buy
2,133
+365
+21% +$83.6K 0.1% 66
2024
Q2 		$380K Sell
1,768
-94
-5% -$20.3K 0.08% 74
2024
Q1 		$383K Hold
1,862
– – 0.09% 72
2023
Q4 		$356K Buy
1,862
+232
+14% +$42.5K 0.09% 70
2023
Q3 		$279K Buy
1,630
+50
+3% +$8.94K 0.07% 75
2023
Q2 		$282K Buy
1,580
+198
+14% +$36.4K 0.08% 76
2023
Q1 		$253K Buy
+1,382
New +$243K 0.07% 72
2020
Q1 		– Sell
-160
Closed -$22K – 134
2019
Q4 		$22K Buy
+160
New +$22.4K 0.01% 135

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

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

Tobias Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,165 shares worth $798K. The position accounts for 0.1% of the portfolio, ranked #78.

Tobias Financial Advisors first reported a position in GLD in Q4 2019 and has held it in 15 quarters since. The position peaked at $932K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Tobias Financial Advisors held 2,165 shares of SPDR Gold Trust worth $798K as of Q2 2026.
  • Tobias Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.1% of Tobias Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Tobias Financial Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 15 quarters since.
  • Tobias Financial Advisors's SPDR Gold Trust position peaked at $932K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.