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Curran Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Curran Financial Partners’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 		$6.84M Buy
15,896
+6,763
+74% +$3.03M 1.22% 28
2025
Q4 		$3.62M Sell
9,133
-482
-5% -$184K 0.69% 36
2025
Q3 		$3.42M Buy
9,615
+433
+5% +$138K 0.68% 37
2025
Q2 		$2.8M Sell
9,182
-6,380
-41% -$1.93M 0.62% 37
2025
Q1 		$4.48M Buy
15,562
+6,376
+69% +$1.69M 1.1% 27
2024
Q4 		$2.22M Buy
9,186
+1,808
+25% +$444K 0.58% 38
2024
Q3 		$1.79M Buy
7,378
+160
+2% +$36.6K 0.51% 39
2024
Q2 		$1.55M Sell
7,218
-760
-10% -$164K 0.52% 39
2024
Q1 		$1.64M Sell
7,978
-509
-6% -$97.7K 0.57% 37
2023
Q4 		$1.58M Sell
8,487
-5,228
-38% -$958K 0.61% 36
2023
Q3 		$2.35M Buy
13,715
+3,614
+36% +$646K 1.03% 29
2023
Q2 		$1.8M Sell
10,101
-9,383
-48% -$1.72M 0.78% 32
2023
Q1 		$3.57M Buy
19,484
+1,424
+8% +$251K 1.69% 23
2022
Q4 		$3.06M Sell
18,060
-40,739
-69% -$6.56M 1.48% 28
2022
Q3 		$9.09M Sell
58,799
-6,392
-10% -$1.03M 4.61% 9
2022
Q2 		$11M Buy
65,191
+42,709
+190% +$7.46M 5.18% 7
2022
Q1 		$4.06M Sell
22,482
-22,410
-50% -$3.93M 1.67% 21
2021
Q4 		$7.67M Buy
44,892
+28,933
+181% +$4.86M 3.26% 10
2021
Q3 		$2.59M Buy
15,959
+4,429
+38% +$741K 1.33% 23
2021
Q2 		$1.91M Sell
11,530
-2,871
-20% -$488K 1.05% 25
2021
Q1 		$2.3M Buy
14,401
+8,552
+146% +$1.44M 1.66% 19
2020
Q4 		$1.04M Buy
+5,849
New +$1.03M 0.89% 29

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

Curran Financial Partners's GLD Position: Q1 2026 in Review

Curran Financial Partners increased its SPDR Gold Trust (GLD) stake by 74% in Q1 2026, buying an estimated $3.03M and bringing the position to 15,896 shares worth $6.84M. The position accounts for 1.22% of the portfolio, ranked #28.

Curran Financial Partners first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $11M in Q2 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Curran Financial Partners held 15,896 shares of SPDR Gold Trust worth $6.84M as of Q1 2026.
  • Curran Financial Partners bought 6,763 SPDR Gold Trust shares in Q1 2026, an estimated $3.03M.
  • SPDR Gold Trust made up 1.22% of Curran Financial Partners's portfolio in Q1 2026, its #28 holding.
  • Curran Financial Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's SPDR Gold Trust position peaked at $11M in Q2 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.