Helen Stephens Group
GLD icon

Helen Stephens Group’s SPDR Gold Trust GLD Stock Holding History

Helen Stephens 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
Q3 		$660K Sell
1,733
-3
-0.2% -$1.17K 0.11% 75
2026
Q2 		$640K Hold
1,736
– – 0.11% 80
2026
Q1 		$747K Hold
1,736
– – 0.15% 65
2025
Q4 		$688K Buy
1,736
+15
+0.9% +$5.73K 0.14% 60
2025
Q3 		$612K Buy
1,721
+33
+2% +$10.5K 0.14% 58
2025
Q2 		$515K Buy
1,688
+677
+67% +$205K 0.13% 53
2025
Q1 		$291K Hold
1,011
– – 0.08% 68
2024
Q4 		$245K Hold
1,011
– – 0.07% 76
2024
Q3 		$246K Buy
+1,011
New +$232K 0.07% 80

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Helen Stephens Group's GLD Position: Q3 2026 in Review

Helen Stephens Group reduced its SPDR Gold Trust (GLD) stake by 0.17% in Q3 2026, selling an estimated $1.17K and leaving 1,733 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #75.

Helen Stephens Group first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $747K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Helen Stephens Group held 1,733 shares of SPDR Gold Trust worth $660K as of Q3 2026.
  • Helen Stephens Group sold 3 SPDR Gold Trust shares in Q3 2026, an estimated $1.17K.
  • SPDR Gold Trust made up 0.11% of Helen Stephens Group's portfolio in Q3 2026, its #75 holding.
  • Helen Stephens Group first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
  • Helen Stephens Group's SPDR Gold Trust position peaked at $747K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.