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Advus Financial Partners, LLC’s SPDR Gold Trust GLD Stock Holding History

Advus Financial Partners, LLC’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 		$5.24M Buy
14,230
+3,498
+33% +$1.45M 1.19% 16
2026
Q1 		$4.62M Buy
10,732
+9,812
+1,067% +$4.39M 1.16% 18
2025
Q4 		$365K Sell
920
-5
-0.5% -$1.91K 0.09% 163
2025
Q3 		$329K Hold
925
– – 0.08% 189
2025
Q2 		$282K Buy
925
+154
+20% +$46.6K 0.07% 199
2025
Q1 		$222K Buy
+771
New +$204K 0.06% 217

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advus Financial Partners, LLC's GLD Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its SPDR Gold Trust (GLD) stake by 33% in Q2 2026, buying an estimated $1.45M and bringing the position to 14,230 shares worth $5.24M. The position accounts for 1.19% of the portfolio, ranked #16.

Advus Financial Partners, LLC first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. 3,017 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Advus Financial Partners, LLC held 14,230 shares of SPDR Gold Trust worth $5.24M as of Q2 2026.
  • Advus Financial Partners, LLC bought 3,498 SPDR Gold Trust shares in Q2 2026, an estimated $1.45M.
  • SPDR Gold Trust made up 1.19% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #16 holding.
  • Advus Financial Partners, LLC first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 3,017 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.