Hoge Financial Services’s SPDR Gold Trust GLD Stock Holding History

Hoge Financial Services’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	$451K	Buy	1,047 +170	+19%	+$76.1K	0.24%	40
2025 Q4	$348K	Sell	877 -9	-1%	-$3.44K	0.19%	45
2025 Q3	$315K	Buy	886 +27	+3%	+$8.6K	0.18%	50
2025 Q2	$262K	Sell	859 -404	-32%	-$122K	0.16%	55
2025 Q1	$364K	Buy	1,263 +18	+1%	+$4.76K	0.25%	36
2024 Q4	$301K	Buy	1,245 +34	+3%	+$8.36K	0.22%	38
2024 Q3	$294K	Buy	1,211 +41	+4%	+$9.39K	0.22%	41
2024 Q2	$252K	Buy	1,170 +72	+7%	+$15.6K	0.21%	43
2024 Q1	$226K	Buy	1,098 +43	+4%	+$8.25K	0.18%	48
2023 Q4	$202K	Buy	+1,055	New	+$193K	0.2%	45

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

Hoge Financial Services's GLD Position: Q1 2026 in Review

Hoge Financial Services increased its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, buying an estimated $76.1K and bringing the position to 1,047 shares worth $451K. The position accounts for 0.24% of the portfolio, ranked #40.

Hoge Financial Services first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Hoge Financial Services held 1,047 shares of SPDR Gold Trust worth $451K as of Q1 2026.
Hoge Financial Services bought 170 SPDR Gold Trust shares in Q1 2026, an estimated $76.1K.
SPDR Gold Trust made up 0.24% of Hoge Financial Services's portfolio in Q1 2026, its #40 holding.
Hoge Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.