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

Goldstone 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 		$591K Buy
1,373
+174
+15% +$77.9K 0.06% 158
2025
Q4 		$475K Sell
1,199
-1
-0.1% -$382 0.05% 166
2025
Q3 		$427K Buy
1,200
+472
+65% +$150K 0.05% 168
2025
Q2 		$224K Buy
+728
New +$220K 0.03% 195

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Goldstone Financial Group increased its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, buying an estimated $77.9K and bringing the position to 1,373 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #158.

Goldstone Financial Group first reported a position in GLD in Q2 2025 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Goldstone Financial Group held 1,373 shares of SPDR Gold Trust worth $591K as of Q1 2026.
  • Goldstone Financial Group bought 174 SPDR Gold Trust shares in Q1 2026, an estimated $77.9K.
  • SPDR Gold Trust made up 0.06% of Goldstone Financial Group's portfolio in Q1 2026, its #158 holding.
  • Goldstone Financial Group first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.