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

Ethos 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
2026 Q1	$11.3M	Sell	26,833 -8,855	-25%	-$3.97M	0.83%	24
2025 Q4	$14.1M	Sell	35,688 -12,525	-26%	-$4.78M	1.04%	20
2025 Q3	$17.1M	Buy	48,213 +7,565	+19%	+$2.41M	1.35%	17
2025 Q2	$12.4M	Buy	40,648 +23,583	+138%	+$7.14M	1.07%	21
2025 Q1	$4.8M	Buy	17,065 +146	+0.9%	+$38.6K	0.46%	56
2024 Q4	$4.1M	Buy	16,919 +14,496	+598%	+$3.56M	0.53%	52
2024 Q3	$589K	Sell	2,423 -6,105	-72%	-$1.4M	0.1%	116
2024 Q2	$1.83M	Buy	8,528 +4,564	+115%	+$987K	0.32%	57
2024 Q1	$815K	Buy	+3,964	New	+$761K	0.15%	93
2023 Q4	–	Sell	-2,170	Closed	-$372K	–	281
2023 Q3	$372K	Sell	2,170 -1,264	-37%	-$226K	0.1%	113
2023 Q2	$629K	Hold	3,434	–	–	0.21%	63
2023 Q1	$629K	Buy	3,434 +25	+0.7%	+$4.4K	0.2%	71
2022 Q4	$578K	Buy	+3,409	New	+$549K	0.2%	69

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

Ethos Financial Group's GLD Position: Q1 2026 in Review

Ethos Financial Group reduced its SPDR Gold Trust (GLD) stake by 25% in Q1 2026, selling an estimated $3.97M and leaving 26,833 shares worth $11.3M. The position accounts for 0.83% of the portfolio, ranked #24.

Ethos Financial Group first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.1M in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Ethos Financial Group held 26,833 shares of SPDR Gold Trust worth $11.3M as of Q1 2026.
Ethos Financial Group sold 8,855 SPDR Gold Trust shares in Q1 2026, an estimated $3.97M.
SPDR Gold Trust made up 0.83% of Ethos Financial Group's portfolio in Q1 2026, its #24 holding.
Ethos Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
Ethos Financial Group's SPDR Gold Trust position peaked at $17.1M in Q3 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.