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Frederick Financial Consultants’s SPDR Gold Trust GLD Stock Holding History

Frederick Financial Consultants’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 		$697K Sell
1,620
-814
-33% -$365K 0.35% 50
2025
Q4 		$965K Sell
2,434
-39
-2% -$14.9K 0.53% 41
2025
Q3 		$879K Sell
2,473
-45
-2% -$14.3K 0.49% 42
2025
Q2 		$768K Sell
2,518
-100
-4% -$30.3K 0.48% 41
2025
Q1 		$754K Buy
2,618
+7
+0.3% +$1.85K 0.54% 38
2024
Q4 		$632K Buy
+2,611
New +$642K 0.51% 38

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

Frederick Financial Consultants's GLD Position: Q1 2026 in Review

Frederick Financial Consultants reduced its SPDR Gold Trust (GLD) stake by 33% in Q1 2026, selling an estimated $365K and leaving 1,620 shares worth $697K. The position accounts for 0.35% of the portfolio, ranked #50.

Frederick Financial Consultants first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $965K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Frederick Financial Consultants held 1,620 shares of SPDR Gold Trust worth $697K as of Q1 2026.
  • Frederick Financial Consultants sold 814 SPDR Gold Trust shares in Q1 2026, an estimated $365K.
  • SPDR Gold Trust made up 0.35% of Frederick Financial Consultants's portfolio in Q1 2026, its #50 holding.
  • Frederick Financial Consultants first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's SPDR Gold Trust position peaked at $965K in Q4 2025.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.