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

West 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	$40.9K	Hold	111	–	–	0.01%	110
2026 Q1	$47.8K	Buy	+111	New	+$49.7K	0.01%	99
2023 Q4	–	Sell	-25	Closed	-$4.29K	–	178
2023 Q3	$4.29K	Hold	25	–	–	﹤0.01%	159
2023 Q2	$4.46K	Hold	25	–	–	﹤0.01%	142
2023 Q1	$4.58K	Hold	25	–	–	﹤0.01%	129
2022 Q4	$4.24K	Hold	25	–	–	﹤0.01%	126
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	154
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	141
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	165
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	162
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	135
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	133
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	132
2020 Q4	$4K	Buy	+25	New	+$4.4K	﹤0.01%	132

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

West Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 111 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #110.

West Financial Advisors first reported a position in GLD in Q4 2020 and has held it in 14 quarters since. The position peaked at $47.8K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

West Financial Advisors held 111 shares of SPDR Gold Trust worth $40.9K as of Q2 2026.
West Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #110 holding.
West Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 14 quarters since.
West Financial Advisors's SPDR Gold Trust position peaked at $47.8K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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