Convergence Financial’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.02M Buy
2,367
+1,028
+77% +$460K 0.11% 102
2025
Q4
$531K Buy
+1,339
New +$511K 0.08% 118

Other funds holding GLD

Convergence Financial's GLD Position: Q1 2026 in Review

Convergence Financial increased its SPDR Gold Trust (GLD) stake by 77% in Q1 2026, buying an estimated $460K and bringing the position to 2,367 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #102.

Convergence Financial first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Convergence Financial held 2,367 shares of SPDR Gold Trust worth $1.02M as of Q1 2026.
  • Convergence Financial bought 1,028 SPDR Gold Trust shares in Q1 2026, an estimated $460K.
  • SPDR Gold Trust made up 0.11% of Convergence Financial's portfolio in Q1 2026, its #102 holding.
  • Convergence Financial first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.