WF
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Whelan Financial’s SPDR Gold Trust GLD Stock Holding History

Whelan Financial’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 		$249K Hold
677
– – 0.07% 90
2026
Q1 		$291K Hold
677
– – 0.09% 72
2025
Q4 		$268K Hold
677
– – 0.08% 74
2025
Q3 		$241K Hold
677
– – 0.08% 85
2025
Q2 		$206K Buy
+677
New +$205K 0.07% 64

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
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

Whelan Financial's GLD Position: Q2 2026 in Review

Whelan Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 677 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #90.

Whelan Financial first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Whelan Financial held 677 shares of SPDR Gold Trust worth $249K as of Q2 2026.
  • Whelan Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #90 holding.
  • Whelan Financial first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Whelan Financial's SPDR Gold Trust position peaked at $291K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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