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Financial Advocates Investment Management’s SPDR Gold Trust GLD Stock Holding History

Financial Advocates Investment Management’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
Q3 		$7.76M Sell
21,837
-29,821
-58% -$9.5M 4.36% 2
2025
Q2 		$15.7M Sell
51,658
-16,123
-24% -$4.88M 1.28% 12
2025
Q1 		$19.5M Buy
67,781
+5,427
+9% +$1.44M 1.37% 10
2024
Q4 		$15.1M Sell
62,354
-369
-0.6% -$90.7K 0.86% 20
2024
Q3 		$15.2M Buy
62,723
+1,823
+3% +$417K 0.86% 18
2024
Q2 		$13.1M Buy
60,900
+779
+1% +$168K 0.81% 18
2024
Q1 		$12.4M Sell
60,121
-720
-1% -$138K 0.72% 24
2023
Q4 		$11.6M Buy
60,841
+1,012
+2% +$185K 0.76% 26
2023
Q3 		$10.3M Sell
59,829
-1,104
-2% -$197K 0.74% 23
2023
Q2 		$10.9M Buy
+60,933
New +$11.2M 0.78% 20
2023
Q1 		– Sell
-85,946
Closed -$15.1M – 774
2022
Q4 		$14.6M Sell
85,946
-2,943
-3% -$474K 1.09% 8
2022
Q3 		$13.8M Sell
88,889
-65,410
-42% -$10.5M 1.13% 9
2022
Q2 		$26M Buy
154,299
+7,076
+5% +$1.24M 2.11% 4
2022
Q1 		$26.6M Buy
147,223
+42,400
+40% +$7.44M 1.75% 4
2021
Q4 		$17.9M Sell
104,823
-9,577
-8% -$1.61M 1.13% 9
2021
Q3 		$18.7M Sell
114,400
-14,053
-11% -$2.35M 1.27% 7
2021
Q2 		$19.5M Buy
128,453
+13,998
+12% +$2.38M 1.3% 8
2021
Q1 		$18.3M Sell
114,455
-16,846
-13% -$2.83M 1.3% 9
2020
Q4 		$23.4M Sell
131,301
-1,084
-0.8% -$191K 1.6% 8
2020
Q3 		$23.5M Buy
+132,385
New +$23.8M 2% 6
2020
Q2 		– Sell
-101,343
Closed -$16.3M – 620
2020
Q1 		$13.2M Buy
101,343
+22,201
+28% +$3.31M 1.88% 5
2019
Q4 		$11.3M Buy
79,142
+5,873
+8% +$821K 1.21% 11
2019
Q3 		$10.2M Buy
73,269
+654
+0.9% +$90.9K 1.16% 14
2019
Q2 		$9.67M Sell
72,615
-13,792
-16% -$1.7M 1.12% 15
2019
Q1 		$10.5M Buy
86,407
+27,433
+47% +$3.38M 1.31% 11
2018
Q4 		$7.15M Buy
58,974
+9,690
+20% +$1.13M 0.98% 17
2018
Q3 		$5.56M Buy
+49,284
New +$5.65M 0.62% 36
2018
Q1 		– Sell
-33,993
Closed -$4.2M – 504
2017
Q4 		$4.2M Buy
+33,993
New +$4.12M 0.57% 40

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's GLD Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its SPDR Gold Trust (GLD) stake by 58% in Q3 2025, selling an estimated $9.5M and leaving 21,837 shares worth $7.76M. The position accounts for 4.36% of the portfolio, ranked #2.

Financial Advocates Investment Management first reported a position in GLD in Q4 2017 and has held it in 28 quarters since. The position peaked at $26.6M in Q1 2022. 2,764 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Financial Advocates Investment Management held 21,837 shares of SPDR Gold Trust worth $7.76M as of Q3 2025.
  • Financial Advocates Investment Management sold 29,821 SPDR Gold Trust shares in Q3 2025, an estimated $9.5M.
  • SPDR Gold Trust made up 4.36% of Financial Advocates Investment Management's portfolio in Q3 2025, its #2 holding.
  • Financial Advocates Investment Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 28 quarters since.
  • Financial Advocates Investment Management's SPDR Gold Trust position peaked at $26.6M in Q1 2022.
  • 2,764 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.