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Grey Fox Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-33
Closed -$11.7K – 323
2025
Q3 		$11.7K Buy
+33
New +$10.5K ﹤0.01% 393
2023
Q2 		– Sell
-620
Closed -$114K – 269
2023
Q1 		$114K Hold
620
– – 0.07% 128
2022
Q4 		$105K Buy
+620
New +$99.9K 0.07% 130

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 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 $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grey Fox Wealth Advisors's GLD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 33 shares — an estimated $11.7K sold.

Grey Fox Wealth Advisors first reported a position in GLD in Q4 2022 and held it in 3 quarters. The position peaked at $114K in Q1 2023. 3,084 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 33 SPDR Gold Trust shares in Q4 2025, an estimated $11.7K.
  • Grey Fox Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's SPDR Gold Trust position peaked at $114K in Q1 2023.
  • 3,084 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.