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Apexium Financial’s SPDR Gold Trust GLD Stock Holding History

Apexium 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
2025
Q3 		$1.32M Sell
3,710
-446
-11% -$142K 0.06% 110
2025
Q2 		$1.27M Buy
4,156
+2,675
+181% +$810K 0.07% 110
2025
Q1 		$427K Buy
1,481
+396
+36% +$105K 0.03% 186
2024
Q4 		$263K Buy
+1,085
New +$267K 0.02% 221

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

Apexium Financial's GLD Position: Q3 2025 in Review

Apexium Financial reduced its SPDR Gold Trust (GLD) stake by 11% in Q3 2025, selling an estimated $142K and leaving 3,710 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #110.

Apexium Financial first reported a position in GLD in Q4 2024 and has held it in 4 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Apexium Financial held 3,710 shares of SPDR Gold Trust worth $1.32M as of Q3 2025.
  • Apexium Financial sold 446 SPDR Gold Trust shares in Q3 2025, an estimated $142K.
  • SPDR Gold Trust made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #110 holding.
  • Apexium Financial first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.