Baron Silver Stevens Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Baron Silver Stevens Financial Advisors’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	$828K	Hold	1,925	–	–	0.12%	67
2025 Q4	$763K	Hold	1,925	–	–	0.11%	70
2025 Q3	$684K	Buy	1,925 +6	+0.3%	+$1.91K	0.1%	75
2025 Q2	$585K	Buy	1,919 +10	+0.5%	+$3.03K	0.09%	73
2025 Q1	$550K	Buy	1,909 +59	+3%	+$15.6K	0.1%	68
2024 Q4	$448K	Buy	1,850 +415	+29%	+$102K	0.08%	75
2024 Q3	$349K	Hold	1,435	–	–	0.06%	82
2024 Q2	$309K	Hold	1,435	–	–	0.06%	88
2024 Q1	$295K	Hold	1,435	–	–	0.06%	94
2023 Q4	$274K	Hold	1,435	–	–	0.06%	92
2023 Q3	$246K	Hold	1,435	–	–	0.06%	88
2023 Q2	$256K	Hold	1,435	–	–	0.06%	92
2023 Q1	$263K	Hold	1,435	–	–	0.07%	87
2022 Q4	$243K	Buy	+1,435	New	+$231K	0.06%	82
2022 Q3	–	Sell	-1,580	Closed	-$266K	–	118
2022 Q2	$266K	Sell	1,580 -4	-0.3%	-$699	0.07%	82
2022 Q1	$286K	Buy	+1,584	New	+$278K	0.07%	72
2021 Q1	–	Sell	-617	Closed	-$110K	–	207
2020 Q4	$110K	Buy	+617	New	+$109K	0.04%	91

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

Baron Silver Stevens Financial Advisors's GLD Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,925 shares worth $828K. The position accounts for 0.12% of the portfolio, ranked #67.

Baron Silver Stevens Financial Advisors first reported a position in GLD in Q4 2020 and has held it in 17 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Baron Silver Stevens Financial Advisors held 1,925 shares of SPDR Gold Trust worth $828K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.12% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #67 holding.
Baron Silver Stevens Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 17 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.