Holcombe Financial’s SPDR Gold Trust GLD Stock Holding History

Holcombe Financial’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	–	Sell	-2,112	Closed	-$837K	–	51
2025 Q4	$837K	Buy	+2,112	New	+$807K	0.53%	25

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 $59.9B AUM 27.01% 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

Holcombe Financial's GLD Position: Q1 2026 in Review

Holcombe Financial sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 2,112 shares — an estimated $837K sold.

Holcombe Financial first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $837K in Q4 2025. 3,150 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Holcombe Financial reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Holcombe Financial sold 2,112 SPDR Gold Trust shares in Q1 2026, an estimated $837K.
Holcombe Financial first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
Holcombe Financial's SPDR Gold Trust position peaked at $837K in Q4 2025.
3,150 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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