First Business Financial Services’s SPDR Gold Trust GLD Stock Holding History

First Business Financial Services’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	$1.83M	Sell	4,247 -1,000	-19%	-$448K	0.16%	63
2025 Q4	$2.08M	Buy	5,247 +67	+1%	+$25.6K	0.19%	54
2025 Q3	$1.84M	Hold	5,180	–	–	0.17%	57
2025 Q2	$1.58M	Sell	5,180 -720	-12%	-$218K	0.14%	65
2025 Q1	$1.7M	Buy	5,900 +400	+7%	+$106K	0.17%	63
2024 Q4	$1.33M	Hold	5,500	–	–	0.13%	70
2024 Q3	$1.34M	Hold	5,500	–	–	0.13%	67
2024 Q2	$1.18M	Hold	5,500	–	–	0.13%	71
2024 Q1	$1.13M	Hold	5,500	–	–	0.12%	72
2023 Q4	$1.05M	Hold	5,500	–	–	0.12%	73
2023 Q3	$943K	Hold	5,500	–	–	0.12%	80
2023 Q2	$980K	Buy	5,500 +3,500	+175%	+$643K	0.12%	77
2023 Q1	$366K	Hold	2,000	–	–	0.05%	120
2022 Q4	$339K	Sell	2,000 -100	-5%	-$16.1K	0.05%	120
2022 Q3	$325K	Hold	2,100	–	–	0.05%	123
2022 Q2	$354K	Hold	2,100	–	–	0.05%	115
2022 Q1	$379K	Hold	2,100	–	–	0.04%	120
2021 Q4	$359K	Buy	2,100 +100	+5%	+$16.8K	0.04%	124
2021 Q3	$328K	Hold	2,000	–	–	0.04%	127
2021 Q2	$331K	Hold	2,000	–	–	0.04%	126
2021 Q1	$320K	Hold	2,000	–	–	0.04%	114
2020 Q4	$357K	Hold	2,000	–	–	0.05%	100
2020 Q3	$354K	Hold	2,000	–	–	0.06%	93
2020 Q2	$335K	Hold	2,000	–	–	0.06%	91
2020 Q1	$296K	Hold	2,000	–	–	0.06%	90
2019 Q4	$286K	Hold	2,000	–	–	0.05%	107
2019 Q3	$278K	Hold	2,000	–	–	0.05%	99
2019 Q2	$266K	Hold	2,000	–	–	0.05%	105
2019 Q1	$244K	Buy	+2,000	New	+$246K	0.04%	95
2013 Q4	–	Sell	-2,387	Closed	-$306K	–	53
2013 Q3	$306K	Hold	2,387	–	–	0.16%	17
2013 Q2	$284K	Buy	+2,387	New	+$327K	0.17%	20

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

First Business Financial Services's GLD Position: Q1 2026 in Review

First Business Financial Services reduced its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, selling an estimated $448K and leaving 4,247 shares worth $1.83M. The position accounts for 0.16% of the portfolio, ranked #63.

First Business Financial Services first reported a position in GLD in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

First Business Financial Services held 4,247 shares of SPDR Gold Trust worth $1.83M as of Q1 2026.
First Business Financial Services sold 1,000 SPDR Gold Trust shares in Q1 2026, an estimated $448K.
SPDR Gold Trust made up 0.16% of First Business Financial Services's portfolio in Q1 2026, its #63 holding.
First Business Financial Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 31 quarters since.
First Business Financial Services's SPDR Gold Trust position peaked at $2.08M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.