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	–	Sell	-2,900	Closed	-$884K	–	268
2025 Q2	$884K	Hold	2,900	–	–	0.07%	254
2025 Q1	$836K	Buy	+2,900	New	+$767K	0.06%	320
2024 Q4	–	Sell	-1,000	Closed	-$243K	–	774
2024 Q3	$243K	Buy	+1,000	New	+$229K	0.01%	667
2024 Q1	–	Sell	-1	Closed	-$22	–	788
2023 Q4	$22	Buy	+1	New	+$183	﹤0.01%	731
2020 Q3	–	Sell	-114,090	Closed	-$19.1M	–	651
2020 Q2	$19.1M	Buy	+114,090	New	+$18.4M	1.81%	5

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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.