Financial Guidance Group
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Financial Guidance Group’s SPDR Gold Trust GLD Stock Holding History

Financial Guidance Group’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
Q3 		$2.73M Sell
7,159
-41
-0.6% -$16K 0.98% 33
2026
Q2 		$2.65M Sell
7,200
-512
-7% -$212K 0.99% 34
2026
Q1 		$3.32M Sell
7,712
-94
-1% -$42.1K 1.33% 28
2025
Q4 		$3.09M Sell
7,806
-64
-0.8% -$24.4K 1.27% 30
2025
Q3 		$2.8M Sell
7,870
-422
-5% -$134K 1.25% 29
2025
Q2 		$2.53M Sell
8,292
-14
-0.2% -$4.24K 1.23% 28
2025
Q1 		$2.39M Sell
8,306
-116
-1% -$30.7K 1.29% 27
2024
Q4 		$2.04M Hold
8,422
– – 1.12% 28
2024
Q3 		$2.05M Sell
8,422
-162
-2% -$37.1K 1.19% 25
2024
Q2 		$1.85M Sell
8,584
-408
-5% -$88.2K 1.13% 24
2024
Q1 		$1.85M Hold
8,992
– – 1.2% 22
2023
Q4 		$1.72M Sell
8,992
-673
-7% -$123K 1.19% 22
2023
Q3 		$1.66M Sell
9,665
-35
-0.4% -$6.26K 1.25% 20
2023
Q2 		$1.73M Hold
9,700
– – 1.27% 21
2023
Q1 		$1.78M Sell
9,700
-234
-2% -$41.2K 1.35% 20
2022
Q4 		$1.69M Buy
9,934
+15
+0.2% +$2.42K 1.37% 19
2022
Q3 		$1.53M Sell
9,919
-45
-0.5% -$7.24K 1.23% 22
2022
Q2 		$1.68M Sell
9,964
-415
-4% -$72.5K 1.32% 21
2022
Q1 		$1.88M Buy
+10,379
New +$1.82M 1.29% 18

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Financial Guidance Group's GLD Position: Q3 2026 in Review

Financial Guidance Group reduced its SPDR Gold Trust (GLD) stake by 0.57% in Q3 2026, selling an estimated $16K and leaving 7,159 shares worth $2.73M. The position accounts for 0.98% of the portfolio, ranked #33.

Financial Guidance Group first reported a position in GLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.32M in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Financial Guidance Group held 7,159 shares of SPDR Gold Trust worth $2.73M as of Q3 2026.
  • Financial Guidance Group sold 41 SPDR Gold Trust shares in Q3 2026, an estimated $16K.
  • SPDR Gold Trust made up 0.98% of Financial Guidance Group's portfolio in Q3 2026, its #33 holding.
  • Financial Guidance Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 19 quarters since.
  • Financial Guidance Group's SPDR Gold Trust position peaked at $3.32M in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.