Vision Financial Markets’s SPDR Gold Trust GLD Stock Holding History

Vision Financial Markets’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	$222K	Buy	600 +114	+23%	+$47.2K	0.19%	69
2026 Q1	$209K	Buy	486 +56	+13%	+$25.1K	0.2%	65
2025 Q4	$170K	Buy	430 +5	+1%	+$1.91K	0.17%	71
2025 Q3	$151K	Hold	425	–	–	0.13%	84
2025 Q2	$130K	Hold	425	–	–	0.12%	88
2025 Q1	$122K	Buy	425 +25	+6%	+$6.61K	0.13%	79
2024 Q4	$96.9K	Buy	+400	New	+$98.3K	0.1%	83

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Vision Financial Markets's GLD Position: Q2 2026 in Review

Vision Financial Markets increased its SPDR Gold Trust (GLD) stake by 23% in Q2 2026, buying an estimated $47.2K and bringing the position to 600 shares worth $222K. The position accounts for 0.19% of the portfolio, ranked #69.

Vision Financial Markets first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Vision Financial Markets held 600 shares of SPDR Gold Trust worth $222K as of Q2 2026.
Vision Financial Markets bought 114 SPDR Gold Trust shares in Q2 2026, an estimated $47.2K.
SPDR Gold Trust made up 0.19% of Vision Financial Markets's portfolio in Q2 2026, its #69 holding.
Vision Financial Markets first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
1,297 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.