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FSA
Financial Services Advisory’s
SPDR Gold Trust
GLD
Stock Holding History
Financial Services Advisory’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
$1.82M
Buy
4,228
+159
+4%
+$71.2K
0.87%
25
2025
Q4
$1.61M
Buy
4,069
+944
+30%
+$361K
0.58%
34
2025
Q3
$1.11M
Buy
3,125
+1,319
+73%
+$420K
0.43%
35
2025
Q2
$551K
Sell
1,806
-217
-11%
-$65.7K
0.27%
40
2025
Q1
$583K
Sell
2,023
-241
-11%
-$63.7K
0.22%
41
2024
Q4
$548K
Sell
2,264
-15
-0.7%
-$3.69K
0.13%
48
2024
Q3
$554K
Buy
2,279
+53
+2%
+$12.1K
0.13%
51
2024
Q2
$479K
Buy
2,226
+34
+2%
+$7.35K
0.13%
48
2024
Q1
$451K
Buy
2,192
+541
+33%
+$104K
0.11%
49
2023
Q4
$316K
Buy
+1,651
New
+$303K
0.09%
54
2020
Q3
–
Sell
-6,017
Closed
-$1.01M
–
21
2020
Q2
$1.01M
Sell
6,017
-172
-3%
-$27.7K
0.51%
18
2020
Q1
$916K
Buy
+6,189
New
+$922K
11.47%
4
2019
Q2
–
Sell
-42,198
Closed
-$5.15M
–
24
2019
Q1
$5.15M
Sell
42,198
-1,082
-3%
-$133K
4.44%
10
2018
Q4
$5.25M
Buy
+43,280
New
+$5.03M
32.66%
1
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
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$1.47T AUM
27.86%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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