Elios Financial Group’s SPDR Gold Trust GLD Stock Holding History

Elios Financial Group’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 Q2	$220K	Buy	+721	New	+$218K	0.1%	116

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elios Financial Group's GLD Position: Q2 2025 in Review

Elios Financial Group opened a new position in SPDR Gold Trust (GLD) in Q2 2025: 721 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #116 among its holdings.

2,656 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Elios Financial Group held 721 shares of SPDR Gold Trust worth $220K as of Q2 2025.
SPDR Gold Trust was a new Elios Financial Group position in Q2 2025.
SPDR Gold Trust made up 0.1% of Elios Financial Group's portfolio in Q2 2025, its #116 holding.
2,656 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.