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Walkner Condon Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Walkner Condon 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 		$3M Buy
8,141
+167
+2% +$69.2K 0.34% 59
2026
Q1 		$3.43M Sell
7,974
-882
-10% -$395K 0.45% 52
2025
Q4 		$3.51M Buy
8,856
+6
+0.1% +$2.29K 0.49% 47
2025
Q3 		$3.15M Sell
8,850
-180
-2% -$57.4K 0.5% 46
2025
Q2 		$2.75M Sell
9,030
-4
-0% -$1.21K 0.51% 48
2025
Q1 		$2.6M Sell
9,034
-988
-10% -$261K 0.53% 49
2024
Q4 		$2.43M Sell
10,022
-543
-5% -$133K 0.49% 55
2024
Q3 		$2.57M Buy
10,565
+652
+7% +$149K 0.52% 49
2024
Q2 		$2.13M Sell
9,913
-97
-1% -$21K 0.46% 54
2024
Q1 		$2.06M Buy
10,010
+119
+1% +$22.8K 0.44% 58
2023
Q4 		$1.89M Buy
9,891
+110
+1% +$20.2K 0.43% 62
2023
Q3 		$1.68M Buy
9,781
+553
+6% +$98.9K 0.44% 59
2023
Q2 		$1.65M Sell
9,228
-7
-0.1% -$1.29K 0.44% 53
2023
Q1 		$1.69M Buy
9,235
+90
+1% +$15.8K 0.47% 48
2022
Q4 		$1.55M Sell
9,145
-100
-1% -$16.1K 0.46% 53
2022
Q3 		$1.43M Buy
9,245
+76
+0.8% +$12.2K 0.46% 50
2022
Q2 		$1.54M Buy
9,169
+64
+0.7% +$11.2K 0.48% 49
2022
Q1 		$1.65M Sell
9,105
-1,351
-13% -$237K 0.47% 53
2021
Q4 		$1.79M Buy
10,456
+120
+1% +$20.1K 1.16% 26
2021
Q3 		$1.7M Buy
10,336
+898
+10% +$150K 0.84% 30
2021
Q2 		$1.56M Buy
9,438
+304
+3% +$51.7K 0.57% 40
2021
Q1 		$1.46M Buy
9,134
+608
+7% +$102K 0.57% 46
2020
Q4 		$1.52M Buy
8,526
+907
+12% +$160K 0.66% 38
2020
Q3 		$1.35M Buy
+7,619
New +$1.37M 0.72% 36

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

Walkner Condon Financial Advisors's GLD Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its SPDR Gold Trust (GLD) stake by 2.1% in Q2 2026, buying an estimated $69.2K and bringing the position to 8,141 shares worth $3M. The position accounts for 0.34% of the portfolio, ranked #59.

Walkner Condon Financial Advisors first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.51M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Walkner Condon Financial Advisors held 8,141 shares of SPDR Gold Trust worth $3M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 167 SPDR Gold Trust shares in Q2 2026, an estimated $69.2K.
  • SPDR Gold Trust made up 0.34% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Walkner Condon Financial Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's SPDR Gold Trust position peaked at $3.51M in Q4 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.