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Concord Asset Management (Virginia)’s SPDR Gold Trust GLD Stock Holding History

Concord Asset Management (Virginia)’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
Q3 		– Sell
-679
Closed -$207K – 155
2025
Q2 		$207K Buy
+679
New +$206K 0.03% 196

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UBS Group
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Asset Management (Virginia)'s GLD Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 679 shares — an estimated $207K sold.

Concord Asset Management (Virginia) first reported a position in GLD in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 2,772 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 679 SPDR Gold Trust shares in Q3 2025, an estimated $207K.
  • Concord Asset Management (Virginia) first reported a position in SPDR Gold Trust in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s SPDR Gold Trust position peaked at $207K in Q2 2025.
  • 2,772 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.