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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
2022
Q1 		– Sell
-2,000
Closed -$342K – 659
2021
Q4 		$342K Buy
+2,000
New +$336K 0.02% 388

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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. 881 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.
  • 881 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.