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Ulland Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Ulland Investment 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 		$42K Buy
+115
New +$47.6K 0.03% 128
2022
Q2 		– Sell
-150
Closed -$27K – 257
2022
Q1 		$27K Hold
150
– – 0.02% 136
2021
Q4 		$26K Buy
+150
New +$25.2K 0.02% 131

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Ulland Investment Advisors's GLD Position: Q2 2026 in Review

Ulland Investment Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 115 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings. This is a return to the name: Ulland Investment Advisors previously reported a position in GLD as recently as Q1 2022.

Ulland Investment Advisors first reported a position in GLD in Q4 2021 and has held it in 3 quarters since. 735 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ulland Investment Advisors held 115 shares of SPDR Gold Trust worth $42K as of Q2 2026.
  • SPDR Gold Trust was a new Ulland Investment Advisors position in Q2 2026.
  • SPDR Gold Trust made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Ulland Investment Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 3 quarters since.
  • 735 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.