Houlihan Financial Resource Group’s SPDR Gold Trust GLD Stock Holding History

Houlihan Financial Resource 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 Q1	$1.81M	Hold	4,205	–	–	0.71%	40
2025 Q4	$1.73M	Buy	4,205 +2,520	+150%	+$962K	0.66%	41
2025 Q3	$599K	Sell	1,685 -2,926	-63%	-$932K	0.53%	44
2025 Q2	$1.4M	Hold	4,611	–	–	0.58%	41
2025 Q1	$1.33M	Sell	4,611 -31	-0.7%	-$8.2K	0.6%	38
2024 Q4	$1.12M	Sell	4,642 -11	-0.2%	-$2.7K	0.48%	40
2024 Q3	$1.13M	Hold	4,653	–	–	0.47%	42
2024 Q2	$1M	Sell	4,653 -50	-1%	-$10.8K	0.68%	29
2024 Q1	$968K	Sell	4,703 -150	-3%	-$28.8K	0.43%	41
2023 Q4	$928K	Sell	4,853 -20	-0.4%	-$3.67K	0.45%	41
2023 Q3	$859K	Sell	4,873 -114,195	-96%	-$20.4M	0.46%	41
2023 Q2	$21.9M	Buy	119,068 +113,964	+2,233%	+$20.9M	0.68%	28
2023 Q1	$935K	Sell	5,104 -50	-1%	-$8.8K	0.51%	41
2022 Q4	$891K	Sell	5,154 -239	-4%	-$38.5K	0.51%	41
2022 Q3	$857K	Buy	+5,393	New	+$867K	0.52%	42
2020 Q3	$954K	Buy	+5,454	New	+$980K	0.55%	43
2020 Q1	$795K	Buy	5,370 +35	+0.7%	+$5.21K	0.69%	40
2019 Q4	$762K	Buy	+5,335	New	+$746K	0.49%	49

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

Houlihan Financial Resource Group's GLD Position: Q1 2026 in Review

Houlihan Financial Resource Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 4,205 shares worth $1.81M. The position accounts for 0.71% of the portfolio, ranked #40.

Houlihan Financial Resource Group first reported a position in GLD in Q4 2019 and has held it in 18 quarters since. The position peaked at $21.9M in Q2 2023. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Houlihan Financial Resource Group held 4,205 shares of SPDR Gold Trust worth $1.81M as of Q1 2026.
Houlihan Financial Resource Group left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.71% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #40 holding.
Houlihan Financial Resource Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's SPDR Gold Trust position peaked at $21.9M in Q2 2023.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.