XF
GLD icon

XML Financial’s SPDR Gold Trust GLD Stock Holding History

XML 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 		$15.7M Sell
42,489
-318
-0.7% -$132K 1.14% 16
2026
Q1 		$18.4M Buy
42,807
+2,695
+7% +$1.21M 1.49% 13
2025
Q4 		$15.9M Sell
40,112
-1,324
-3% -$506K 1.3% 16
2025
Q3 		$14.7M Sell
41,436
-3,286
-7% -$1.05M 1.2% 17
2025
Q2 		$13.6M Buy
44,722
+719
+2% +$218K 1.18% 17
2025
Q1 		$12.7M Buy
44,003
+931
+2% +$246K 1.18% 17
2024
Q4 		$10.4M Buy
43,072
+2,495
+6% +$613K 0.95% 26
2024
Q3 		$9.86M Buy
40,577
+1,542
+4% +$353K 0.92% 27
2024
Q2 		$8.39M Buy
39,035
+1,025
+3% +$222K 0.84% 29
2024
Q1 		$7.82M Buy
38,010
+4,561
+14% +$875K 0.8% 34
2023
Q4 		$6.39M Buy
33,449
+1,065
+3% +$195K 0.67% 47
2023
Q3 		$5.55M Buy
32,384
+535
+2% +$95.7K 0.67% 48
2023
Q2 		$5.68M Buy
31,849
+4,668
+17% +$858K 0.66% 47
2023
Q1 		$4.98M Sell
27,181
-495
-2% -$87.1K 0.61% 50
2022
Q4 		$4.69M Buy
27,676
+317
+1% +$51.1K 0.59% 54
2022
Q3 		$4.23M Buy
27,359
+1,217
+5% +$196K 0.59% 58
2022
Q2 		$4.4M Sell
26,142
-15
-0.1% -$2.62K 1% 30
2022
Q1 		$4.72M Buy
26,157
+561
+2% +$98.4K 0.56% 55
2021
Q4 		$4.38M Buy
25,596
+11,804
+86% +$1.98M 0.53% 59
2021
Q3 		$2.27M Sell
13,792
-20,834
-60% -$3.49M 0.3% 90
2021
Q2 		$5.74M Buy
34,626
+807
+2% +$137K 1.26% 21
2021
Q1 		$5.41M Buy
33,819
+111
+0.3% +$18.7K 1.32% 20
2020
Q4 		$6.01M Buy
33,708
+566
+2% +$99.7K 1.56% 19
2020
Q3 		$5.87M Buy
33,142
+2,241
+7% +$403K 1.83% 15
2020
Q2 		$5.17M Buy
30,901
+2,004
+7% +$323K 1.79% 15
2020
Q1 		$4.28M Sell
28,897
-310
-1% -$46.2K 1.85% 16
2019
Q4 		$4.17M Buy
+29,207
New +$4.08M 1.52% 19

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

XML Financial's GLD Position: Q2 2026 in Review

XML Financial reduced its SPDR Gold Trust (GLD) stake by 0.74% in Q2 2026, selling an estimated $132K and leaving 42,489 shares worth $15.7M. The position accounts for 1.14% of the portfolio, ranked #16.

XML Financial first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.4M in Q1 2026. 1,036 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • XML Financial held 42,489 shares of SPDR Gold Trust worth $15.7M as of Q2 2026.
  • XML Financial sold 318 SPDR Gold Trust shares in Q2 2026, an estimated $132K.
  • SPDR Gold Trust made up 1.14% of XML Financial's portfolio in Q2 2026, its #16 holding.
  • XML Financial first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's SPDR Gold Trust position peaked at $18.4M in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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