DDFG Inc’s SPDR Gold Trust GLD Stock Holding History

DDFG Inc’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	$13.3M	Sell	30,960 -2,193	-7%	-$982K	2.87%	10
2025 Q4	$13.1M	Sell	33,153 -789	-2%	-$301K	2.88%	12
2025 Q3	$12.1M	Sell	33,942 -3,157	-9%	-$1.01M	2.79%	12
2025 Q2	$11.3M	Sell	37,099 -273	-0.7%	-$82.7K	2.84%	14
2025 Q1	$10.8M	Buy	37,372 +674	+2%	+$178K	2.98%	13
2024 Q4	$8.89M	Sell	36,698 -59	-0.2%	-$14.5K	2.56%	14
2024 Q3	$8.93M	Sell	36,757 -35,737	-49%	-$8.18M	2.55%	13
2024 Q2	$15.6M	Buy	72,494 +328	+0.5%	+$70.9K	4.82%	8
2024 Q1	$14.8M	Buy	72,166 +3,101	+4%	+$595K	4.72%	8
2023 Q4	$13.2M	Sell	69,065 -217	-0.3%	-$39.8K	4.47%	9
2023 Q3	$11.9M	Buy	69,282 +1,484	+2%	+$265K	4.38%	9
2023 Q2	$12.1M	Buy	67,798 +1,225	+2%	+$225K	4.45%	9
2023 Q1	$12.2M	Buy	66,573 +5,743	+9%	+$1.01M	4.74%	8
2022 Q4	$10.3M	Buy	+60,830	New	+$9.8M	4.27%	9

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DDFG Inc's GLD Position: Q1 2026 in Review

DDFG Inc reduced its SPDR Gold Trust (GLD) stake by 6.6% in Q1 2026, selling an estimated $982K and leaving 30,960 shares worth $13.3M. The position accounts for 2.87% of the portfolio, ranked #10.

DDFG Inc first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.6M in Q2 2024. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

DDFG Inc held 30,960 shares of SPDR Gold Trust worth $13.3M as of Q1 2026.
DDFG Inc sold 2,193 SPDR Gold Trust shares in Q1 2026, an estimated $982K.
SPDR Gold Trust made up 2.87% of DDFG Inc's portfolio in Q1 2026, its #10 holding.
DDFG Inc first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
DDFG Inc's SPDR Gold Trust position peaked at $15.6M in Q2 2024.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.