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CFO4Life Group’s SPDR Gold Trust GLD Stock Holding History

CFO4Life 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 		$478K Hold
1,111
– – 0.07% 126
2025
Q4 		$440K Sell
1,111
-511
-32% -$195K 0.06% 139
2025
Q3 		$577K Sell
1,622
-16
-1% -$5.1K 0.08% 117
2025
Q2 		$499K Buy
1,638
+36
+2% +$10.9K 0.08% 122
2025
Q1 		$462K Buy
1,602
+175
+12% +$46.3K 0.08% 126
2024
Q4 		$346K Sell
1,427
-86
-6% -$21.1K 0.06% 142
2024
Q3 		$368K Hold
1,513
– – 0.07% 138
2024
Q2 		$325K Sell
1,513
-1
-0.1% -$216 0.06% 143
2024
Q1 		$311K Sell
1,514
-45
-3% -$8.64K 0.06% 145
2023
Q4 		$298K Sell
1,559
-281
-15% -$51.5K 0.06% 141
2023
Q3 		$315K Buy
1,840
+45
+3% +$8.05K 0.07% 118
2023
Q2 		$320K Buy
1,795
+367
+26% +$67.4K 0.07% 129
2023
Q1 		$262K Sell
1,428
-140
-9% -$24.6K 0.06% 135
2022
Q4 		$266K Buy
1,568
+140
+10% +$22.6K 0.06% 143
2022
Q3 		$221K Sell
1,428
-30
-2% -$4.82K 0.06% 123
2022
Q2 		$232K Sell
1,458
-300
-17% -$52.4K 0.06% 127
2022
Q1 		$318K Buy
1,758
+300
+21% +$52.6K 0.07% 117
2021
Q4 		$249K Buy
+1,458
New +$245K 0.05% 131

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

CFO4Life Group's GLD Position: Q1 2026 in Review

CFO4Life Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,111 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #126.

CFO4Life Group first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $577K in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • CFO4Life Group held 1,111 shares of SPDR Gold Trust worth $478K as of Q1 2026.
  • CFO4Life Group left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.07% of CFO4Life Group's portfolio in Q1 2026, its #126 holding.
  • CFO4Life Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • CFO4Life Group's SPDR Gold Trust position peaked at $577K in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.