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Carr Financial Group’s SPDR Gold Trust GLD Stock Holding History

Carr Financial Group’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 		$20.2M Buy
47,010
+2,112
+5% +$946K 5.34% 5
2025
Q4 		$17.8M Buy
44,898
+1,085
+2% +$414K 4.73% 5
2025
Q3 		$15.6M Buy
43,813
+26,005
+146% +$8.29M 4.28% 6
2025
Q2 		$5.43M Sell
17,808
-823
-4% -$249K 1.6% 13
2025
Q1 		$5.37M Buy
18,631
+3,002
+19% +$794K 1.76% 13
2024
Q4 		$3.78M Buy
15,629
+935
+6% +$230K 1.17% 17
2024
Q3 		$3.57M Buy
14,694
+12
+0.1% +$2.75K 1.05% 19
2024
Q2 		$3.16M Buy
14,682
+230
+2% +$49.7K 1% 20
2024
Q1 		$2.97M Sell
14,452
-303
-2% -$58.2K 0.99% 22
2023
Q4 		$2.82M Sell
14,755
-274
-2% -$50.2K 1.04% 18
2023
Q3 		$2.78M Sell
15,029
-72
-0.5% -$12.9K 1.1% 19
2023
Q2 		$2.69M Buy
15,101
+1,020
+7% +$187K 1.07% 18
2023
Q1 		$2.58M Buy
14,081
+479
+4% +$84.3K 1.14% 18
2022
Q4 		$2.31M Buy
+13,602
New +$2.19M 1.21% 18

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

Carr Financial Group's GLD Position: Q1 2026 in Review

Carr Financial Group increased its SPDR Gold Trust (GLD) stake by 4.7% in Q1 2026, buying an estimated $946K and bringing the position to 47,010 shares worth $20.2M. The position accounts for 5.34% of the portfolio, ranked #5.

Carr Financial Group first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Carr Financial Group held 47,010 shares of SPDR Gold Trust worth $20.2M as of Q1 2026.
  • Carr Financial Group bought 2,112 SPDR Gold Trust shares in Q1 2026, an estimated $946K.
  • SPDR Gold Trust made up 5.34% of Carr Financial Group's portfolio in Q1 2026, its #5 holding.
  • Carr Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.