HUB Investment Partners’s SPDR Gold Trust GLD Stock Holding History

HUB Investment Partners’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	$10.9M	Buy	25,287 +15,760	+165%	+$7.06M	0.26%	74
2025 Q4	$3.78M	Sell	9,527 -321	-3%	-$123K	0.1%	158
2025 Q3	$3.5M	Buy	9,848 +715	+8%	+$228K	0.12%	154
2025 Q2	$2.78M	Buy	9,133 +5,320	+140%	+$1.61M	0.09%	160
2025 Q1	$1.1M	Buy	3,813 +977	+34%	+$258K	0.04%	220
2024 Q4	$687K	Buy	2,836 +924	+48%	+$227K	0.03%	259
2024 Q3	$465K	Buy	1,912 +244	+15%	+$55.9K	0.02%	305
2024 Q2	$359K	Sell	1,668 -269	-14%	-$58.2K	0.01%	331
2024 Q1	$398K	Buy	+1,937	New	+$372K	0.02%	317

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

HUB Investment Partners's GLD Position: Q1 2026 in Review

HUB Investment Partners increased its SPDR Gold Trust (GLD) stake by 165% in Q1 2026, buying an estimated $7.06M and bringing the position to 25,287 shares worth $10.9M. The position accounts for 0.26% of the portfolio, ranked #74.

HUB Investment Partners first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

HUB Investment Partners held 25,287 shares of SPDR Gold Trust worth $10.9M as of Q1 2026.
HUB Investment Partners bought 15,760 SPDR Gold Trust shares in Q1 2026, an estimated $7.06M.
SPDR Gold Trust made up 0.26% of HUB Investment Partners's portfolio in Q1 2026, its #74 holding.
HUB Investment Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.