Genesis Financial Group’s SPDR Gold Trust GLD Stock Holding History

Genesis Financial Group’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	-2,283	Closed	-$905K	–	109
2025 Q4	$905K	Buy	+2,283	New	+$872K	0.53%	45

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 $59.9B AUM 27.01% 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

Genesis Financial Group's GLD Position: Q1 2026 in Review

Genesis Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 2,283 shares — an estimated $905K sold.

Genesis Financial Group first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $905K in Q4 2025. 3,151 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Genesis Financial Group reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Genesis Financial Group sold 2,283 SPDR Gold Trust shares in Q1 2026, an estimated $905K.
Genesis Financial Group first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
Genesis Financial Group's SPDR Gold Trust position peaked at $905K in Q4 2025.
3,151 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.