Compass Financial Management’s SPDR Gold Trust GLD Stock Holding History

Compass Financial Management’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 Q2	$1.4M	Buy	+3,742	New	+$1.55M	0.17%	146

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's GLD Position: Q2 2026 in Review

Compass Financial Management opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 3,742 shares worth $1.4M. The stake represents 0.17% of the portfolio and ranks #146 among its holdings.

2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Compass Financial Management held 3,742 shares of SPDR Gold Trust worth $1.4M as of Q2 2026.
SPDR Gold Trust was a new Compass Financial Management position in Q2 2026.
SPDR Gold Trust made up 0.17% of Compass Financial Management's portfolio in Q2 2026, its #146 holding.
2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.