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

Fiduciary 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 Q3	$3.69M	Sell	9,696 -65	-0.7%	-$25.4K	0.43%	40
2026 Q2	$3.6M	Buy	9,761 +397	+4%	+$164K	0.41%	44
2026 Q1	$4.03M	Sell	9,364 -1,323	-12%	-$592K	0.53%	36
2025 Q4	$4.24M	Sell	10,687 -887	-8%	-$339K	0.6%	34
2025 Q3	$4.11M	Sell	11,574 -80	-0.7%	-$25.5K	0.65%	31
2025 Q2	$3.58M	Sell	11,654 -157	-1%	-$47.5K	0.65%	33
2025 Q1	$3.45M	Sell	11,811 -818	-6%	-$216K	0.75%	30
2024 Q4	$3.13M	Sell	12,629 -283	-2%	-$69.5K	0.68%	29
2024 Q3	$3.13M	Sell	12,912 -387	-3%	-$88.6K	0.72%	28
2024 Q2	$3.04M	Buy	+13,299	New	+$2.88M	0.73%	29

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fiduciary Financial Group's GLD Position: Q3 2026 in Review

Fiduciary Financial Group reduced its SPDR Gold Trust (GLD) stake by 0.67% in Q3 2026, selling an estimated $25.4K and leaving 9,696 shares worth $3.69M. The position accounts for 0.43% of the portfolio, ranked #40.

Fiduciary Financial Group first reported a position in GLD in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.24M in Q4 2025. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Fiduciary Financial Group held 9,696 shares of SPDR Gold Trust worth $3.69M as of Q3 2026.
Fiduciary Financial Group sold 65 SPDR Gold Trust shares in Q3 2026, an estimated $25.4K.
SPDR Gold Trust made up 0.43% of Fiduciary Financial Group's portfolio in Q3 2026, its #40 holding.
Fiduciary Financial Group first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 10 quarters since.
Fiduciary Financial Group's SPDR Gold Trust position peaked at $4.24M in Q4 2025.
2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.