Worth Financial Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$357K Buy
+968
New +$401K 0.15% 140
2026
Q1
Sell
-965
Closed -$382K 86
2025
Q4
$382K Buy
+965
New +$369K 0.19% 124
2025
Q2
Sell
-953
Closed -$275K 158
2025
Q1
$275K Sell
953
-206
-18% -$54.5K 0.17% 132
2024
Q4
$281K Sell
1,159
-333
-22% -$81.8K 0.17% 121
2024
Q3
$363K Sell
1,492
-6
-0.4% -$1.37K 0.21% 107
2024
Q2
$322K Buy
1,498
+175
+13% +$37.9K 0.21% 105
2024
Q1
$272K Buy
+1,323
New +$254K 0.19% 116

Other funds holding GLD

Worth Financial Advisory Group's GLD Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 968 shares worth $357K. The stake represents 0.15% of the portfolio and ranks #140 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in GLD as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in GLD in Q1 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Worth Financial Advisory Group held 968 shares of SPDR Gold Trust worth $357K as of Q2 2026.
  • SPDR Gold Trust was a new Worth Financial Advisory Group position in Q2 2026.
  • SPDR Gold Trust made up 0.15% of Worth Financial Advisory Group's portfolio in Q2 2026, its #140 holding.
  • Worth Financial Advisory Group first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 7 quarters since.
  • Worth Financial Advisory Group's SPDR Gold Trust position peaked at $382K in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.