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Abich Financial Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$1.67M Buy
+4,705
New +$1.5M 0.6% 16
2024
Q3 		$40.3K Sell
166
-810
-83% -$185K 0.09% 108
2024
Q2 		$210K Sell
976
-263
-21% -$56.9K 0.14% 40
2024
Q1 		$255K Sell
1,239
-157
-11% -$30.1K 0.2% 21
2023
Q4 		$267K Buy
+1,396
New +$256K 0.25% 17

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's GLD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q3 2025: 4,705 shares worth $1.67M. The stake represents 0.6% of the portfolio and ranks #16 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in GLD as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in GLD in Q4 2023 and has held it in 5 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Abich Financial Wealth Management held 4,705 shares of SPDR Gold Trust worth $1.67M as of Q3 2025.
  • SPDR Gold Trust was a new Abich Financial Wealth Management position in Q3 2025.
  • SPDR Gold Trust made up 0.6% of Abich Financial Wealth Management's portfolio in Q3 2025, its #16 holding.
  • Abich Financial Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.