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Garton & Associates Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-386
Closed -$153K – 343
2025
Q4 		$153K Buy
+386
New +$147K 0.09% 168

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Garton & Associates Financial Advisors's GLD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 386 shares — an estimated $153K sold.

Garton & Associates Financial Advisors first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $153K in Q4 2025. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 386 SPDR Gold Trust shares in Q1 2026, an estimated $153K.
  • Garton & Associates Financial Advisors first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's SPDR Gold Trust position peaked at $153K in Q4 2025.
  • 3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.