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Edge Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Edge Financial Advisors’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
Q4 		$681K Sell
1,720
-202
-11% -$77.1K 0.29% 68
2025
Q3 		$683K Buy
1,922
+713
+59% +$227K 0.31% 69
2025
Q2 		$372K Buy
+1,209
New +$366K 0.2% 83

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Edge Financial Advisors's GLD Position: Q4 2025 in Review

Edge Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 11% in Q4 2025, selling an estimated $77.1K and leaving 1,720 shares worth $681K. The position accounts for 0.29% of the portfolio, ranked #68.

Edge Financial Advisors first reported a position in GLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $683K in Q3 2025. 3,075 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Edge Financial Advisors held 1,720 shares of SPDR Gold Trust worth $681K as of Q4 2025.
  • Edge Financial Advisors sold 202 SPDR Gold Trust shares in Q4 2025, an estimated $77.1K.
  • SPDR Gold Trust made up 0.29% of Edge Financial Advisors's portfolio in Q4 2025, its #68 holding.
  • Edge Financial Advisors first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 3 quarters since.
  • Edge Financial Advisors's SPDR Gold Trust position peaked at $683K in Q3 2025.
  • 3,075 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.