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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
2024
Q2 		– Sell
-800
Closed -$165K – 778
2024
Q1 		$165K Buy
800
+792
+9,900% +$152K 0.01% 728
2023
Q4 		$35.3K Buy
+8
New +$1.47K ﹤0.01% 720
2023
Q2 		– Sell
-70,977
Closed -$13M – 727
2023
Q1 		$13M Buy
+70,977
New +$12.5M 0.94% 18

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. 2,765 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.
  • 2,765 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.