Financial Gravity Asset Management’s SPDR Gold Trust GLD Stock Holding History

Financial Gravity Asset 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
2026 Q1	$2.15K	Buy	5 +3	+150%	+$1.34K	﹤0.01%	712
2025 Q4	$793	Sell	2 -15	-88%	-$5.73K	﹤0.01%	635
2025 Q3	$6.04K	Buy	+17	New	+$5.42K	﹤0.01%	653
2025 Q1	$421K	Buy	+1,460	New	+$386K	0.09%	104
2024 Q2	$381K	Sell	1,771 -2,552	-59%	-$552K	0.1%	91
2024 Q1	$857K	Sell	4,323 -27,463	-86%	-$5.27M	0.12%	86
2023 Q4	$1.67M	Buy	31,786 +2,222	+8%	+$407K	0.02%	257
2023 Q3	$1.24M	Buy	29,564 +27,746	+1,526%	+$4.96M	0.01%	300
2023 Q2	$24.8K	Sell	1,818 -79	-4%	-$14.5K	0.07%	128
2023 Q1	$416	Buy	1,897 +1,727	+1,016%	+$304K	0.01%	474
2022 Q4	$55	Buy	170 +15	+10%	+$2.42K	﹤0.01%	1213
2022 Q3	$17	Sell	155 -181	-54%	-$29.1K	﹤0.01%	736
2022 Q2	$39	Sell	336 -26	-7%	-$4.54K	﹤0.01%	619
2022 Q1	$43	Buy	362 +191	+112%	+$33.5K	﹤0.01%	654
2021 Q4	$19	Buy	171 +170	+17,000%	+$28.5K	﹤0.01%	825
2021 Q3	$164K	Sell	1 -91	-99%	-$15.2K	0.08%	228
2021 Q2	$181K	Hold	92	–	–	0.06%	206
2021 Q1	$161	Buy	92 +91	+9,100%	+$15.3K	﹤0.01%	480
2020 Q4	$0	Buy	+1	New	+$176	﹤0.01%	559
2020 Q1	–	Sell	-143	Closed	-$21.3K	–	1019
2019 Q4	$151K	Sell	143 -1,050	-88%	-$147K	0.1%	178
2019 Q3	$166K	Buy	+1,193	New	+$166K	0.14%	137
2018 Q3	–	Sell	-2	Closed	–	–	1479
2018 Q2	$0	Sell	2 -270	-99%	-$33.4K	﹤0.01%	1487
2018 Q1	$34K	Buy	+272	New	+$34.3K	0.03%	434

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 $377B AUM 19.32% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 Gravity Asset Management's GLD Position: Q1 2026 in Review

Financial Gravity Asset Management increased its SPDR Gold Trust (GLD) stake by 150% in Q1 2026, buying an estimated $1.34K and bringing the position to 5 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Financial Gravity Asset Management first reported a position in GLD in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.67M in Q4 2023. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Financial Gravity Asset Management held 5 shares of SPDR Gold Trust worth $2.15K as of Q1 2026.
Financial Gravity Asset Management bought 3 SPDR Gold Trust shares in Q1 2026, an estimated $1.34K.
SPDR Gold Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #712 holding.
Financial Gravity Asset Management first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 23 quarters since.
Financial Gravity Asset Management's SPDR Gold Trust position peaked at $1.67M in Q4 2023.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.