Abbot Financial Management’s SPDR Gold Trust GLD Stock Holding History

Abbot Financial Management’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 Q1	$282K	Hold	655	–	–	0.12%	123
2025 Q4	$260K	Hold	655	–	–	0.11%	124
2025 Q3	$233K	Buy	+655	New	+$209K	0.1%	127
2022 Q3	–	Sell	-1,300	Closed	-$219K	–	114
2022 Q2	$219K	Hold	1,300	–	–	0.13%	115
2022 Q1	$235K	Hold	1,300	–	–	0.11%	124
2021 Q4	$222K	Sell	1,300 -219	-14%	-$36.8K	0.1%	127
2021 Q3	$249K	Sell	1,519 -50	-3%	-$8.37K	0.11%	126
2021 Q2	$260K	Hold	1,569	–	–	0.11%	121
2021 Q1	$251K	Buy	1,569 +10	+0.6%	+$1.68K	0.11%	117
2020 Q4	$278K	Hold	1,559	–	–	0.16%	101
2020 Q3	$276K	Hold	1,559	–	–	0.18%	97
2020 Q2	$261K	Hold	1,559	–	–	0.18%	99
2020 Q1	$231K	Hold	1,559	–	–	0.19%	96
2019 Q4	$223K	Hold	1,559	–	–	0.14%	118
2019 Q3	$216K	Buy	1,559 +40	+3%	+$5.56K	0.15%	113
2019 Q2	$202K	Buy	+1,519	New	+$188K	0.15%	115
2018 Q2	–	Sell	-1,600	Closed	-$201K	–	115
2018 Q1	$201K	Buy	+1,600	New	+$202K	0.16%	101

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abbot Financial Management's GLD Position: Q1 2026 in Review

Abbot Financial Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 655 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #123.

Abbot Financial Management first reported a position in GLD in Q1 2018 and has held it in 17 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Abbot Financial Management held 655 shares of SPDR Gold Trust worth $282K as of Q1 2026.
Abbot Financial Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.12% of Abbot Financial Management's portfolio in Q1 2026, its #123 holding.
Abbot Financial Management first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 17 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.