Golden State Equity Partners
GLD icon

Golden State Equity Partners’s SPDR Gold Trust GLD Stock Holding History

Golden State Equity Partners’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
Q3 		$2.47M Buy
6,487
+6,469
+35,939% +$2.53M 0.15% 156
2026
Q2 		$6.63K Sell
18
-7,095
-100% -$2.94M 0.02% 238
2026
Q1 		$3.06M Buy
7,113
+4,680
+192% +$2.1M 0.23% 93
2025
Q4 		$964K Buy
2,433
+1,228
+102% +$469K 0.16% 152
2025
Q3 		$428K Buy
1,205
+85
+8% +$27.1K 0.07% 287
2025
Q2 		$341K Buy
1,120
+158
+16% +$47.8K 0.06% 315
2025
Q1 		$277K Hold
962
– – 0.05% 355
2024
Q4 		$233K Buy
962
+55
+6% +$13.5K 0.04% 380
2024
Q3 		$220K Buy
+907
New +$208K 0.03% 388
2021
Q4 		– Sell
-3,234
Closed -$531K – 209
2021
Q3 		$531K Buy
3,234
+373
+13% +$62.4K 0.22% 111
2021
Q2 		$474K Buy
2,861
+659
+30% +$112K 0.18% 129
2021
Q1 		$352K Buy
2,202
+55
+3% +$9.24K 0.2% 112
2020
Q4 		$382K Buy
+2,147
New +$378K 0.26% 104

Other funds holding GLD

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Golden State Equity Partners's GLD Position: Q3 2026 in Review

Golden State Equity Partners increased its SPDR Gold Trust (GLD) stake by 35,939% in Q3 2026, buying an estimated $2.53M and bringing the position to 6,487 shares worth $2.47M. The position accounts for 0.15% of the portfolio, ranked #156.

Golden State Equity Partners first reported a position in GLD in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.06M in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Golden State Equity Partners held 6,487 shares of SPDR Gold Trust worth $2.47M as of Q3 2026.
  • Golden State Equity Partners bought 6,469 SPDR Gold Trust shares in Q3 2026, an estimated $2.53M.
  • SPDR Gold Trust made up 0.15% of Golden State Equity Partners's portfolio in Q3 2026, its #156 holding.
  • Golden State Equity Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 13 quarters since.
  • Golden State Equity Partners's SPDR Gold Trust position peaked at $3.06M in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.