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HBK Sorce Advisory’s SPDR Gold Trust GLD Stock Holding History

HBK Sorce Advisory’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 		$2.71M Sell
6,246
-285
-4% -$128K 0.05% 132
2025
Q4 		$2.97M Sell
6,531
-1,247
-16% -$476K 0.07% 115
2025
Q3 		$3.01M Buy
7,778
+596
+8% +$190K 0.08% 110
2025
Q2 		$2.19M Buy
7,182
+385
+6% +$117K 0.06% 130
2025
Q1 		$1.96M Buy
6,797
+347
+5% +$91.8K 0.06% 137
2024
Q4 		$1.56M Buy
6,450
+56
+0.9% +$13.8K 0.05% 165
2024
Q3 		$1.55M Buy
6,394
+359
+6% +$82.2K 0.05% 166
2024
Q2 		$1.3M Sell
6,035
-1,172
-16% -$253K 0.05% 177
2024
Q1 		$1.48M Buy
7,207
+1,282
+22% +$246K 0.05% 169
2023
Q4 		$1.13M Sell
5,925
-1,736
-23% -$318K 0.04% 188
2023
Q3 		$1.31M Sell
7,661
-2,163
-22% -$387K 0.06% 164
2023
Q2 		$1.75M Buy
9,824
+1,056
+12% +$194K 0.07% 152
2023
Q1 		$1.61M Sell
8,768
-6,870
-44% -$1.21M 0.07% 157
2022
Q4 		$2.65M Buy
15,638
+8,420
+117% +$1.36M 0.07% 157
2022
Q3 		$1.12M Buy
7,218
+4,340
+151% +$698K 0.07% 158
2022
Q2 		$485K Sell
2,878
-4,637
-62% -$810K 0.04% 243
2022
Q1 		$1.36M Sell
7,515
-2,602
-26% -$456K 0.07% 175
2021
Q4 		$1.73M Buy
10,117
+1,077
+12% +$181K 0.09% 153
2021
Q3 		$1.49M Sell
9,040
-126
-1% -$21.1K 0.08% 162
2021
Q2 		$1.52M Sell
9,166
-301
-3% -$51.1K 0.08% 163
2021
Q1 		$1.51M Buy
9,467
+273
+3% +$45.9K 0.09% 154
2020
Q4 		$1.64M Buy
9,194
+306
+3% +$53.9K 0.1% 136
2020
Q3 		$1.57M Buy
8,888
+1,360
+18% +$244K 0.11% 123
2020
Q2 		$1.26M Sell
7,528
-1,752
-19% -$283K 0.09% 142
2020
Q1 		$1.37M Buy
9,280
+388
+4% +$57.8K 0.13% 110
2019
Q4 		$1.27M Buy
8,892
+104
+1% +$14.5K 0.11% 144
2019
Q3 		$1.22M Sell
8,788
-154
-2% -$21.4K 0.12% 133
2019
Q2 		$1.19M Buy
8,942
+1,778
+25% +$220K 0.11% 136
2019
Q1 		$874K Buy
7,164
+94
+1% +$11.6K 0.09% 168
2018
Q4 		$857K Buy
7,070
+86
+1% +$9.99K 0.1% 160
2018
Q3 		$788K Sell
6,984
-645
-8% -$74K 0.09% 160
2018
Q2 		$905K Buy
7,629
+884
+13% +$109K 0.1% 141
2018
Q1 		$748K Sell
6,745
-342
-5% -$43.1K 0.09% 154
2017
Q4 		$876K Sell
7,087
-22
-0.3% -$2.67K 0.1% 145
2017
Q3 		$864K Buy
7,109
+760
+12% +$92.4K 0.13% 113
2017
Q2 		$749K Buy
+6,349
New +$760K 0.12% 123
2017
Q1 		– Sell
-5,209
Closed -$606K – 351
2016
Q4 		$571K Sell
5,209
-105
-2% -$12.2K 0.1% 147
2016
Q3 		$668K Sell
5,314
-77
-1% -$9.81K 0.13% 120
2016
Q2 		$682K Buy
5,391
+1,558
+41% +$187K 0.15% 106
2016
Q1 		$451K Buy
3,833
+281
+8% +$31.8K 0.11% 137
2015
Q4 		$360K Buy
3,552
+84
+2% +$8.88K 0.09% 145
2015
Q3 		$371K Sell
3,468
-61
-2% -$6.57K 0.12% 118
2015
Q2 		$397K Hold
3,529
– – 0.14% 113
2015
Q1 		$401K Buy
3,529
+127
+4% +$14.9K 0.14% 111
2014
Q4 		$386K Sell
3,402
-205
-6% -$23.7K 0.13% 116
2014
Q3 		$419K Buy
3,607
+205
+6% +$25.3K 0.15% 95
2014
Q2 		$436K Buy
3,402
+220
+7% +$27.3K 0.15% 95
2014
Q1 		$393K Sell
3,182
-260
-8% -$32.4K 0.14% 97
2013
Q4 		$400K Sell
3,442
-183
-5% -$22.5K 0.14% 94
2013
Q3 		$465K Sell
3,625
-3,303
-48% -$424K 0.19% 78
2013
Q2 		$997K Buy
+6,928
New +$949K 0.22% 73

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

HBK Sorce Advisory's GLD Position: Q1 2026 in Review

HBK Sorce Advisory reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q1 2026, selling an estimated $128K and leaving 6,246 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #132.

HBK Sorce Advisory first reported a position in GLD in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.01M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • HBK Sorce Advisory held 6,246 shares of SPDR Gold Trust worth $2.71M as of Q1 2026.
  • HBK Sorce Advisory sold 285 SPDR Gold Trust shares in Q1 2026, an estimated $128K.
  • SPDR Gold Trust made up 0.05% of HBK Sorce Advisory's portfolio in Q1 2026, its #132 holding.
  • HBK Sorce Advisory first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 51 quarters since.
  • HBK Sorce Advisory's SPDR Gold Trust position peaked at $3.01M in Q3 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.