Financial Engines Advisors
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Financial Engines Advisors’s SPDR Gold Trust GLD Stock Holding History

Financial Engines Advisors’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 		$4.49M Sell
10,434
-405
-4% -$181K 0.01% 151
2025
Q4 		$4.3M Sell
10,839
-20,000
-65% -$7.64M 0.01% 159
2025
Q3 		$11M Buy
30,839
+20,668
+203% +$6.59M 0.02% 103
2025
Q2 		$3.1M Buy
10,171
+7,113
+233% +$2.15M 0.01% 174
2025
Q1 		$881K Buy
3,058
+698
+30% +$185K ﹤0.01% 267
2024
Q4 		$571K Buy
2,360
+604
+34% +$148K ﹤0.01% 314
2024
Q3 		$427K Sell
1,756
-1,144
-39% -$262K ﹤0.01% 292
2024
Q2 		$624K Buy
2,900
+1,291
+80% +$279K ﹤0.01% 247
2024
Q1 		$331K Buy
1,609
+360
+29% +$69.1K ﹤0.01% 277
2023
Q4 		$239K Buy
1,249
+58
+5% +$10.6K ﹤0.01% 291
2023
Q3 		$204K Sell
1,191
-878
-42% -$157K ﹤0.01% 277
2023
Q2 		$369K Sell
2,069
-1,156
-36% -$212K ﹤0.01% 231
2023
Q1 		$591K Buy
3,225
+113
+4% +$19.9K ﹤0.01% 203
2022
Q4 		$528K Sell
3,112
-257
-8% -$41.4K ﹤0.01% 206
2022
Q3 		$521K Sell
3,369
-132
-4% -$21.2K ﹤0.01% 196
2022
Q2 		$589K Sell
3,501
-414
-11% -$72.3K ﹤0.01% 190
2022
Q1 		$707K Buy
+3,915
New +$687K ﹤0.01% 181
2021
Q4 		– Sell
-1,800
Closed -$295K – 279
2021
Q3 		$295K Buy
1,800
+441
+32% +$73.8K ﹤0.01% 215
2021
Q2 		$225K Sell
1,359
-1,092
-45% -$186K ﹤0.01% 200
2021
Q1 		$392K Sell
2,451
-2,073
-46% -$348K ﹤0.01% 182
2020
Q4 		$807K Sell
4,524
-1,546
-25% -$272K ﹤0.01% 128
2020
Q3 		$1.07M Buy
6,070
+4,696
+342% +$844K ﹤0.01% 103
2020
Q2 		$230K Buy
+1,374
New +$222K ﹤0.01% 183

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 $377B AUM 19.32% 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 $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 Engines Advisors's GLD Position: Q1 2026 in Review

Financial Engines Advisors reduced its SPDR Gold Trust (GLD) stake by 3.7% in Q1 2026, selling an estimated $181K and leaving 10,434 shares worth $4.49M. The position accounts for 0.01% of the portfolio, ranked #151.

Financial Engines Advisors first reported a position in GLD in Q2 2020 and has held it in 23 quarters since. The position peaked at $11M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Financial Engines Advisors held 10,434 shares of SPDR Gold Trust worth $4.49M as of Q1 2026.
  • Financial Engines Advisors sold 405 SPDR Gold Trust shares in Q1 2026, an estimated $181K.
  • SPDR Gold Trust made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #151 holding.
  • Financial Engines Advisors first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 23 quarters since.
  • Financial Engines Advisors's SPDR Gold Trust position peaked at $11M in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.