FW
GLD icon

FullCircle Wealth’s SPDR Gold Trust GLD Stock Holding History

FullCircle Wealth’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 		$570K Sell
1,574
-2
-0.1% -$637 0.2% 139
2025
Q2 		$490K Hold
1,576
– – 0.18% 146
2025
Q1 		$487K Hold
1,576
– – 0.2% 131
2024
Q4 		$426K Sell
1,576
-20
-1% -$4.92K 0.17% 138
2024
Q3 		$404K Buy
1,596
+176
+12% +$40.3K 0.18% 134
2024
Q2 		$315K Buy
+1,420
New +$307K 0.15% 133

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

FullCircle Wealth's GLD Position: Q3 2025 in Review

FullCircle Wealth reduced its SPDR Gold Trust (GLD) stake by 0.13% in Q3 2025, selling an estimated $637 and leaving 1,574 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #139.

FullCircle Wealth first reported a position in GLD in Q2 2024 and has held it in 6 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • FullCircle Wealth held 1,574 shares of SPDR Gold Trust worth $570K as of Q3 2025.
  • FullCircle Wealth sold 2 SPDR Gold Trust shares in Q3 2025, an estimated $637.
  • SPDR Gold Trust made up 0.2% of FullCircle Wealth's portfolio in Q3 2025, its #139 holding.
  • FullCircle Wealth first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 6 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.