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Weitzel Financial Services’s SPDR Gold Trust GLD Stock Holding History

Weitzel Financial Services’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 		$236K Sell
627
-158
-20% -$65.5K 0.08% 46
2026
Q1 		$341K Hold
785
– – 0.13% 40
2025
Q4 		$313K Buy
785
+20
+3% +$7.64K 0.12% 41
2025
Q3 		$291K Hold
765
– – 0.12% 40
2025
Q2 		$236K Buy
+765
New +$232K 0.1% 44

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
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Weitzel Financial Services's GLD Position: Q2 2026 in Review

Weitzel Financial Services reduced its SPDR Gold Trust (GLD) stake by 20% in Q2 2026, selling an estimated $65.5K and leaving 627 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #46.

Weitzel Financial Services first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q1 2026. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Weitzel Financial Services held 627 shares of SPDR Gold Trust worth $236K as of Q2 2026.
  • Weitzel Financial Services sold 158 SPDR Gold Trust shares in Q2 2026, an estimated $65.5K.
  • SPDR Gold Trust made up 0.08% of Weitzel Financial Services's portfolio in Q2 2026, its #46 holding.
  • Weitzel Financial Services first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Weitzel Financial Services's SPDR Gold Trust position peaked at $341K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.