HFG Wealth Management’s SPDR Gold Trust GLD Stock Holding History

HFG Wealth Management’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	$479K	Hold	1,113	–	–	0.26%	40
2025 Q4	$441K	Hold	1,113	–	–	0.24%	40
2025 Q3	$396K	Hold	1,113	–	–	0.22%	41
2025 Q2	$321K	Sell	1,113 -1	-0.1%	-$303	0.2%	44
2025 Q1	$270K	Buy	+1,114	New	+$295K	0.16%	45
2023 Q1	$462K	Buy	+2,520	New	+$443K	0.1%	61

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFG Wealth Management's GLD Position: Q1 2026 in Review

HFG Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,113 shares worth $479K. The position accounts for 0.26% of the portfolio, ranked #40.

HFG Wealth Management first reported a position in GLD in Q1 2023 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

HFG Wealth Management held 1,113 shares of SPDR Gold Trust worth $479K as of Q1 2026.
HFG Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.26% of HFG Wealth Management's portfolio in Q1 2026, its #40 holding.
HFG Wealth Management first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.