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

GR 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	-800	Closed	-$317K	–	24
2025 Q4	$317K	Sell	800 -162	-17%	-$61.9K	0.07%	21
2025 Q3	$342K	Sell	962 -294	-23%	-$93.7K	0.08%	17
2025 Q2	$383K	Buy	+1,256	New	+$380K	0.09%	18
2024 Q3	–	Sell	-527,215	Closed	-$113M	–	17
2024 Q2	$113M	Buy	527,215 +7,039	+1%	+$1.52M	24.99%	2
2024 Q1	$107M	Buy	+520,176	New	+$99.8M	24.79%	2

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

GR Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 800 shares — an estimated $317K sold.

GR Financial Group first reported a position in GLD in Q1 2024 and held it in 5 quarters. The position peaked at $113M in Q2 2024. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

GR Financial Group reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
GR Financial Group sold 800 SPDR Gold Trust shares in Q1 2026, an estimated $317K.
GR Financial Group first reported a position in SPDR Gold Trust in Q1 2024 and held it in 5 quarters.
GR Financial Group's SPDR Gold Trust position peaked at $113M in Q2 2024.
3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on GR Financial Group's 13F filing for Q1 2026, filed 11 May 2026.