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FSA Wealth Management’s SPDR Gold Trust GLD Stock Holding History

FSA Wealth Management’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
2025
Q3 		$333K Hold
938
– – 0.12% 36
2025
Q2 		$286K Hold
938
– – 0.11% 40
2025
Q1 		$270K Hold
938
– – 0.11% 44
2024
Q4 		$227K Hold
938
– – 0.09% 47
2024
Q3 		$228K Buy
+938
New +$215K 0.09% 52
2024
Q1 		$151K Hold
736
– – 0.07% 62
2023
Q4 		$141K Buy
+736
New +$135K 0.07% 64
2021
Q1 		– Sell
-461
Closed -$82K – 125
2020
Q4 		$82K Buy
+461
New +$81.2K 0.04% 96
2020
Q3 		– Sell
-461
Closed -$77K – 169
2020
Q2 		$77K Hold
461
– – 0.05% 92
2020
Q1 		$68K Buy
461
+35
+8% +$5.21K 0.06% 91
2019
Q4 		$61K Buy
+426
New +$59.5K 0.04% 112

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

FSA Wealth Management's GLD Position: Q3 2025 in Review

FSA Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2025 at 938 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #36.

FSA Wealth Management first reported a position in GLD in Q4 2019 and has held it in 11 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • FSA Wealth Management held 938 shares of SPDR Gold Trust worth $333K as of Q3 2025.
  • FSA Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2025.
  • SPDR Gold Trust made up 0.12% of FSA Wealth Management's portfolio in Q3 2025, its #36 holding.
  • FSA Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 11 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.