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Bridgelight Financial Advisors, Inc.’s SPDR Gold Trust GLD Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$3.6M Sell
9,785
-1,728
-15% -$716K 2.47% 17
2026
Q1 		$4.95M Sell
11,513
-186
-2% -$83.3K 4.2% 11
2025
Q4 		$4.64M Buy
+11,699
New +$4.47M 3.95% 12

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

Bridgelight Financial Advisors, Inc.'s GLD Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $716K and leaving 9,785 shares worth $3.6M. The position accounts for 2.47% of the portfolio, ranked #17.

Bridgelight Financial Advisors, Inc. first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.95M in Q1 2026. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 9,785 shares of SPDR Gold Trust worth $3.6M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 1,728 SPDR Gold Trust shares in Q2 2026, an estimated $716K.
  • SPDR Gold Trust made up 2.47% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #17 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s SPDR Gold Trust position peaked at $4.95M in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.