Hobart Private Capital’s SPDR Gold Trust GLD Stock Holding History

Hobart Private Capital’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	-632	Closed	-$225K	–	130
2025 Q3	$225K	Buy	+632	New	+$201K	0.05%	115
2025 Q2	–	Sell	-696	Closed	-$201K	–	115
2025 Q1	$201K	Sell	696 -5,129	-88%	-$1.36M	0.05%	98
2024 Q4	$1.41M	Buy	+5,825	New	+$1.43M	0.35%	45
2021 Q1	–	Sell	-1,215	Closed	-$217K	–	144
2020 Q4	$217K	Buy	+1,215	New	+$214K	0.09%	140
2020 Q3	–	Sell	-1,351	Closed	-$226K	–	142
2020 Q2	$226K	Sell	1,351 -439	-25%	-$70.8K	0.13%	139
2020 Q1	$265K	Sell	1,790 -66	-4%	-$9.83K	0.18%	124
2019 Q4	$265K	Buy	+1,856	New	+$259K	0.16%	138

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Hobart Private Capital's GLD Position: Q4 2025 in Review

Hobart Private Capital sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 632 shares — an estimated $225K sold.

Hobart Private Capital first reported a position in GLD in Q4 2019 and held it in 7 quarters. The position peaked at $1.41M in Q4 2024. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Hobart Private Capital reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
Hobart Private Capital sold 632 SPDR Gold Trust shares in Q4 2025, an estimated $225K.
Hobart Private Capital first reported a position in SPDR Gold Trust in Q4 2019 and held it in 7 quarters.
Hobart Private Capital's SPDR Gold Trust position peaked at $1.41M in Q4 2024.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Hobart Private Capital's 13F filing for Q4 2025, filed 27 Jan 2026.