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Compton Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Compton Wealth Advisory 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
2025
Q1 		– Sell
-1,081
Closed -$262K – 94
2024
Q4 		$262K Sell
1,081
-328
-23% -$80.6K 0.07% 96
2024
Q3 		$342K Buy
1,409
+44
+3% +$10.1K 0.09% 90
2024
Q2 		$293K Buy
1,365
+43
+3% +$9.3K 0.08% 92
2024
Q1 		$272K Buy
+1,322
New +$254K 0.07% 93

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Compton Wealth Advisory Group's GLD Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 1,081 shares — an estimated $262K sold.

Compton Wealth Advisory Group first reported a position in GLD in Q1 2024 and held it in 4 quarters. The position peaked at $342K in Q3 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Compton Wealth Advisory Group reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 1,081 SPDR Gold Trust shares in Q1 2025, an estimated $262K.
  • Compton Wealth Advisory Group first reported a position in SPDR Gold Trust in Q1 2024 and held it in 4 quarters.
  • Compton Wealth Advisory Group's SPDR Gold Trust position peaked at $342K in Q3 2024.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.