Financial Perspectives’s SPDR Gold Trust GLD Stock Holding History

Financial Perspectives’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	$361K	Hold	838	–	–	0.1%	119
2025 Q4	$332K	Buy	838 +40	+5%	+$15.3K	0.09%	125
2025 Q3	$284K	Hold	798	–	–	0.08%	131
2025 Q2	$243K	Hold	798	–	–	0.07%	132
2025 Q1	$230K	Hold	798	–	–	0.08%	128
2024 Q4	$193K	Hold	798	–	–	0.06%	145
2024 Q3	$194K	Hold	798	–	–	0.07%	143
2024 Q2	$172K	Hold	798	–	–	0.06%	150
2024 Q1	$164K	Hold	798	–	–	0.06%	153
2023 Q4	$153K	Sell	798 -11	-1%	-$2.02K	0.06%	159
2023 Q3	$139K	Buy	809 +11	+1%	+$1.97K	0.06%	156
2023 Q2	$142K	Hold	798	–	–	0.06%	153
2023 Q1	$146K	Hold	798	–	–	0.07%	146
2022 Q4	$135K	Hold	798	–	–	0.07%	147
2022 Q3	$123K	Hold	798	–	–	0.07%	154
2022 Q2	$134K	Hold	798	–	–	0.08%	150
2022 Q1	$144K	Hold	798	–	–	0.07%	151
2021 Q4	$136K	Hold	798	–	–	0.06%	151
2021 Q3	$131K	Hold	798	–	–	0.07%	151
2021 Q2	$132K	Sell	798 -132,289	-99%	-$22.5M	0.06%	162
2021 Q1	$832K	Buy	133,087 +132,261	+16,012%	+$22.2M	0.04%	227
2020 Q4	$147K	Buy	826 +28	+4%	+$4.93K	0.08%	141
2020 Q3	$141K	Hold	798	–	–	0.09%	124
2020 Q2	$134K	Hold	798	–	–	0.1%	119
2020 Q1	$118K	Sell	798 -315	-28%	-$46.9K	0.1%	99
2019 Q4	$159K	Buy	+1,113	New	+$156K	0.11%	93

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 Perspectives's GLD Position: Q1 2026 in Review

Financial Perspectives held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 838 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #119.

Financial Perspectives first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $832K in Q1 2021. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Financial Perspectives held 838 shares of SPDR Gold Trust worth $361K as of Q1 2026.
Financial Perspectives left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.1% of Financial Perspectives's portfolio in Q1 2026, its #119 holding.
Financial Perspectives first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's SPDR Gold Trust position peaked at $832K in Q1 2021.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.