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

Grantvest 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 		$650K Sell
1,510
-230
-13% -$103K 0.42% 55
2025
Q4 		$690K Buy
1,740
+51
+3% +$19.5K 0.44% 55
2025
Q3 		$600K Buy
1,689
+15
+0.9% +$4.78K 0.41% 56
2025
Q2 		$510K Buy
1,674
+33
+2% +$9.99K 0.38% 64
2025
Q1 		$473K Sell
1,641
-50
-3% -$13.2K 0.38% 59
2024
Q4 		$409K Buy
+1,691
New +$416K 0.46% 66

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

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

Grantvest Financial Group reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $103K and leaving 1,510 shares worth $650K. The position accounts for 0.42% of the portfolio, ranked #55.

Grantvest Financial Group first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $690K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Grantvest Financial Group held 1,510 shares of SPDR Gold Trust worth $650K as of Q1 2026.
  • Grantvest Financial Group sold 230 SPDR Gold Trust shares in Q1 2026, an estimated $103K.
  • SPDR Gold Trust made up 0.42% of Grantvest Financial Group's portfolio in Q1 2026, its #55 holding.
  • Grantvest Financial Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's SPDR Gold Trust position peaked at $690K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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