Howard Financial Services
GLD icon

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

Howard 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
Q3 		$715K Sell
1,877
-236
-11% -$92.3K 0.07% 108
2026
Q2 		$778K Sell
2,113
-174
-8% -$72.1K 0.08% 103
2026
Q1 		$984K Hold
2,287
– – 0.11% 80
2025
Q4 		$906K Sell
2,287
-19
-0.8% -$7.26K 0.11% 79
2025
Q3 		$820K Sell
2,306
-60
-3% -$19.1K 0.1% 75
2025
Q2 		$721K Sell
2,366
-268
-10% -$81.2K 0.09% 79
2025
Q1 		$759K Sell
2,634
-40
-1% -$10.6K 0.1% 79
2024
Q4 		$647K Hold
2,674
– – 0.09% 88
2024
Q3 		$650K Buy
2,674
+15
+0.6% +$3.44K 0.09% 78
2024
Q2 		$572K Buy
2,659
+40
+2% +$8.65K 0.09% 74
2024
Q1 		$539K Sell
2,619
-423
-14% -$81.2K 0.09% 79
2023
Q4 		$582K Buy
3,042
+11
+0.4% +$2.02K 0.11% 72
2023
Q3 		$520K Buy
3,031
+636
+27% +$114K 0.12% 75
2023
Q2 		$427K Buy
2,395
+268
+13% +$49.2K 0.1% 85
2023
Q1 		$390K Buy
2,127
+17
+0.8% +$2.99K 0.09% 92
2022
Q4 		$358K Sell
2,110
-893
-30% -$144K 0.09% 94
2022
Q3 		$464K Buy
3,003
+396
+15% +$63.7K 0.15% 65
2022
Q2 		$439K Buy
2,607
+470
+22% +$82.1K 0.15% 65
2022
Q1 		$386K Sell
2,137
-10
-0.5% -$1.75K 0.11% 79
2021
Q4 		$367K Sell
2,147
-396
-16% -$66.5K 0.11% 80
2021
Q3 		$418K Hold
2,543
– – 0.16% 65
2021
Q2 		$421K Buy
2,543
+112
+5% +$19K 0.17% 70
2021
Q1 		$389K Buy
2,431
+74
+3% +$12.4K 0.17% 66
2020
Q4 		$420K Sell
2,357
-24
-1% -$4.23K 0.22% 57
2020
Q3 		$422K Buy
2,381
+290
+14% +$52.1K 0.27% 48
2020
Q2 		$350K Buy
2,091
+498
+31% +$80.3K 0.25% 52
2020
Q1 		$236K Buy
+1,593
New +$237K 0.21% 61

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Howard Financial Services's GLD Position: Q3 2026 in Review

Howard Financial Services reduced its SPDR Gold Trust (GLD) stake by 11% in Q3 2026, selling an estimated $92.3K and leaving 1,877 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #108.

Howard Financial Services first reported a position in GLD in Q1 2020 and has held it in 27 quarters since. The position peaked at $984K in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Howard Financial Services held 1,877 shares of SPDR Gold Trust worth $715K as of Q3 2026.
  • Howard Financial Services sold 236 SPDR Gold Trust shares in Q3 2026, an estimated $92.3K.
  • SPDR Gold Trust made up 0.07% of Howard Financial Services's portfolio in Q3 2026, its #108 holding.
  • Howard Financial Services first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 27 quarters since.
  • Howard Financial Services's SPDR Gold Trust position peaked at $984K in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.