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

Valeo 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 		$2.75M Buy
7,470
+280
+4% +$116K 0.06% 139
2026
Q1 		$3.09M Sell
7,190
-2,600
-27% -$1.16M 0.07% 120
2025
Q4 		$3.88M Sell
9,790
-415
-4% -$158K 0.09% 111
2025
Q3 		$3.63M Sell
10,205
-2,435
-19% -$776K 0.08% 111
2025
Q2 		$3.85M Buy
12,640
+2,387
+23% +$723K 0.09% 108
2025
Q1 		$2.95M Buy
10,253
+1,237
+14% +$327K 0.08% 113
2024
Q4 		$2.18M Buy
9,016
+2,061
+30% +$506K 0.06% 145
2024
Q3 		$1.69M Buy
6,955
+2,351
+51% +$538K 0.05% 178
2024
Q2 		$990K Sell
4,604
-491
-10% -$106K 0.03% 240
2024
Q1 		$1.09M Buy
5,095
+317
+7% +$60.8K 0.04% 224
2023
Q4 		$913K Buy
4,778
+196
+4% +$35.9K 0.04% 237
2023
Q3 		$786K Sell
4,582
-2,755
-38% -$493K 0.04% 242
2023
Q2 		$1.31M Buy
7,337
+156
+2% +$28.7K 0.06% 172
2023
Q1 		$1.32M Sell
7,181
-41
-0.6% -$7.21K 0.06% 186
2022
Q4 		$1.23M Buy
7,222
+3,303
+84% +$532K 0.07% 165
2022
Q3 		$606K Sell
3,919
-420
-10% -$67.5K 0.04% 231
2022
Q2 		$731K Sell
4,339
-462
-10% -$80.7K 0.05% 202
2022
Q1 		$867K Sell
4,801
-2,090
-30% -$367K 0.04% 222
2021
Q4 		$1.18M Buy
6,891
+2,395
+53% +$402K 0.06% 164
2021
Q3 		$738K Buy
4,496
+529
+13% +$88.6K 0.04% 229
2021
Q2 		$657K Sell
3,967
-119
-3% -$20.2K 0.04% 219
2021
Q1 		$654K Buy
4,086
+36
+0.9% +$6.05K 0.03% 229
2020
Q4 		$722K Sell
4,050
-1,074
-21% -$189K 0.04% 191
2020
Q3 		$908K Sell
5,124
-8,742
-63% -$1.57M 0.08% 138
2020
Q2 		$984K Buy
13,866
+8,529
+160% +$1.38M 0.09% 130
2020
Q1 		$846K Buy
5,337
+144
+3% +$21.4K 0.09% 134
2019
Q4 		$742K Buy
5,193
+430
+9% +$60.1K 0.07% 159
2019
Q3 		$661K Buy
4,763
+667
+16% +$92.7K 0.07% 153
2019
Q2 		$546K Buy
4,096
+1,003
+32% +$124K 0.06% 172
2019
Q1 		$377K Buy
3,093
+100
+3% +$12.3K 0.05% 194
2018
Q4 		$363K Sell
2,993
-1,514
-34% -$176K 0.05% 190
2018
Q3 		$519K Buy
4,507
+621
+16% +$71.2K 0.07% 175
2018
Q2 		$439K Hold
3,886
– – 0.06% 182
2018
Q1 		$489K Buy
3,886
+940
+32% +$119K 0.08% 154
2017
Q4 		$364K Buy
2,946
+385
+15% +$46.7K 0.06% 180
2017
Q3 		$311K Buy
+2,561
New +$311K 0.07% 165

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Valeo Financial Advisors increased its SPDR Gold Trust (GLD) stake by 3.9% in Q2 2026, buying an estimated $116K and bringing the position to 7,470 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #139.

Valeo Financial Advisors first reported a position in GLD in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.88M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Valeo Financial Advisors held 7,470 shares of SPDR Gold Trust worth $2.75M as of Q2 2026.
  • Valeo Financial Advisors bought 280 SPDR Gold Trust shares in Q2 2026, an estimated $116K.
  • SPDR Gold Trust made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Valeo Financial Advisors first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's SPDR Gold Trust position peaked at $3.88M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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