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

Greenberg 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
2025
Q4 		$214K Buy
+540
New +$206K 0.09% 98
2025
Q2 		– Sell
-583
Closed -$251K – 130
2025
Q1 		$251K Buy
+583
New +$154K 0.1% 91

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Greenberg Financial Group's GLD Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in SPDR Gold Trust (GLD) in Q4 2025: 540 shares worth $214K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in GLD as recently as Q1 2025.

Greenberg Financial Group first reported a position in GLD in Q1 2025 and has held it in 2 quarters since. The position peaked at $251K in Q1 2025. 3,067 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Greenberg Financial Group held 540 shares of SPDR Gold Trust worth $214K as of Q4 2025.
  • SPDR Gold Trust was a new Greenberg Financial Group position in Q4 2025.
  • SPDR Gold Trust made up 0.09% of Greenberg Financial Group's portfolio in Q4 2025, its #98 holding.
  • Greenberg Financial Group first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 2 quarters since.
  • Greenberg Financial Group's SPDR Gold Trust position peaked at $251K in Q1 2025.
  • 3,067 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.