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Brogan Financial’s SPDR Gold Trust GLD Stock Holding History

Brogan 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
2026
Q1 		$616K Sell
1,431
-41
-3% -$18.4K 0.27% 23
2025
Q4 		$583K Sell
1,472
-94
-6% -$35.9K 0.26% 24
2025
Q3 		$557K Sell
1,566
-53
-3% -$16.9K 0.24% 26
2025
Q2 		$494K Sell
1,619
-200
-11% -$60.6K 0.22% 29
2025
Q1 		$524K Sell
1,819
-208
-10% -$55K 0.25% 27
2024
Q4 		$491K Sell
2,027
-28,883
-93% -$7.1M 0.24% 26
2024
Q3 		$7.51M Buy
30,910
+708
+2% +$162K 4.28% 5
2024
Q2 		$6.49M Buy
30,202
+279
+0.9% +$60.3K 4.09% 5
2024
Q1 		$6.16M Buy
29,923
+1,054
+4% +$202K 4.06% 5
2023
Q4 		$5.52M Sell
28,869
-4,144
-13% -$759K 4.07% 5
2023
Q3 		$5.66M Sell
33,013
-84
-0.3% -$15K 4.97% 4
2023
Q2 		$5.9M Buy
33,097
+171
+0.5% +$31.4K 5% 4
2023
Q1 		$6.03M Sell
32,926
-39
-0.1% -$6.86K 5.21% 4
2022
Q4 		$5.59M Buy
+32,965
New +$5.31M 4.99% 4

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Brogan Financial's GLD Position: Q1 2026 in Review

Brogan Financial reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q1 2026, selling an estimated $18.4K and leaving 1,431 shares worth $616K. The position accounts for 0.27% of the portfolio, ranked #23.

Brogan Financial first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.51M in Q3 2024. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Brogan Financial held 1,431 shares of SPDR Gold Trust worth $616K as of Q1 2026.
  • Brogan Financial sold 41 SPDR Gold Trust shares in Q1 2026, an estimated $18.4K.
  • SPDR Gold Trust made up 0.27% of Brogan Financial's portfolio in Q1 2026, its #23 holding.
  • Brogan Financial first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Brogan Financial's SPDR Gold Trust position peaked at $7.51M in Q3 2024.
  • 3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.