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Financial & Tax Architects’s SPDR Gold Trust GLD Stock Holding History

Financial & Tax Architects’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 		$4.56M Buy
10,605
+1,233
+13% +$552K 1.02% 35
2025
Q4 		$3.71M Buy
9,372
+8,723
+1,344% +$3.33M 0.83% 39
2025
Q3 		$231K Sell
649
-2,779
-81% -$886K 0.05% 103
2025
Q2 		$1.04M Buy
3,428
+642
+23% +$194K 0.25% 56
2025
Q1 		$803K Buy
+2,786
New +$737K 0.2% 66
2022
Q2 		– Sell
-1,273
Closed -$230K – 82
2022
Q1 		$230K Buy
+1,273
New +$223K 0.09% 85

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 & Tax Architects's GLD Position: Q1 2026 in Review

Financial & Tax Architects increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $552K and bringing the position to 10,605 shares worth $4.56M. The position accounts for 1.02% of the portfolio, ranked #35.

Financial & Tax Architects first reported a position in GLD in Q1 2022 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Financial & Tax Architects held 10,605 shares of SPDR Gold Trust worth $4.56M as of Q1 2026.
  • Financial & Tax Architects bought 1,233 SPDR Gold Trust shares in Q1 2026, an estimated $552K.
  • SPDR Gold Trust made up 1.02% of Financial & Tax Architects's portfolio in Q1 2026, its #35 holding.
  • Financial & Tax Architects first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 6 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.